Do you have a client using ADP open invoice? – CSV Exporting available for Deltek Vision 6.x and beyond
I have a client firm who’s client recently switched from Oildex to ADP Open Invoice.
In order to submit invoices to ADP Open Invoice, you have to use 1 of the following methods:
1. log in to your client’s ADP interface and us the “one at a time” “create a new invoice” method. With this method you have to enter the header information (or a customer number) and each line item on your invoice one at a time. If you have lots of labor entries, this would be cumbersome at best.
2. log in to your client’s ADP Open Invoice and upload a properly formatted CSV file for each invoice. The csv file contains all the information in the invoice. This means all header information, line items (labor, fees, expenses, consultants, addons, taxes, units) are included in that csv file. Of course, to do this you would need some sort of application or Deltek Vision add on that generates the csv invoice files based on your invoices. This is what I just created for a client, so if you need it, please get in touch with me. NO, it’s not free.
3. implement the PIDX LIDO b2b server to server post methodology. This would be a web app written in .net, which uploads xml based files to your client’s server and saves them in ADP Open Invoice for review and attaching backup. I do not have a solution for this one yet.
4. implement the PIDX RINF RosettaNet application which does everything in #3 for you, but which requires the purchase, install, configuration and maintenance of n add-on application to Vision.
I just completed developing a sql application which exports the invoice data correctly into csv files for import into the ADP Open Invoice application.
This particular client had over 300 invoices for July for this one client. Keep in mind that each invoice requires a separate file for uploading to the Open Invoice site. It took my script 42 seconds to extract the data and create the files (one for each invoice).
The best part is… I can attach this script to a workflow button. Now, when Deltek Vision 7.x comes out, with custom infocenters, I can create an infocenter called “administration”, and put the workflow button there. My client will be able to put in a start date, end date, client number, and click the button… and voila! Magical invoice files! Hundreds of them!
As a reward for my excellent work… I get some chocolate pudding from Whole Foods for dessert!