Deltek Vision - Credit Management Control?

General discussion relating to Deltek Vision.
tj_blair
Posts: 1
Joined: Thu Mar 05, 2015 8:21 am
Brief Company Description: Professional Services
Deltek Vision Version: 7.0
Number of Employees: 400
Company Position: Credit Manager
Number of Offices: 0

Deltek Vision - Credit Management Control?

Postby tj_blair » Thu Mar 05, 2015 8:26 am

Hello,

I just accepted a position with a company that is using Deltek Vision as their ERP. My role is Credit Manager. I have been searching through the system and I do not see any sort of Credit Control function (i.e., Credit Lines, Credit Holds, etc...).

Is anyone aware if the functionality exists? I'm thinking this control might be included in an add-on module, but I would appreciate some direction from anyone who has some knowledge of this functionality within Vision.

Thank you,

TJ

steph
Posts: 58
Joined: Tue Apr 28, 2009 4:06 pm
Brief Company Description: Environmental Engineering Firm
Deltek Vision Version: 5.1
Number of Employees: 1500
Company Position: Finance Systems Director
Vision Modules: Accounting, CRM
Number of Offices: 70
Year Vision Installed: 2006
Vision User Group: Boston, MA

Re: Deltek Vision - Credit Management Control?

Postby steph » Thu Mar 19, 2015 11:39 am

There are no built in credit features like you describe that I am aware of. However, at my last firm we used custom fields on the Client Info Center for Credit Limit and Credit Status (good, credit hold, in collections, bankrupt, etc.) We then set up work flows based on those fields if for example a new project was set up with a client on credit hold. Vision also has some collection notes fields that you can use to track collection calls and then include them on reports.

Hope that helps!


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