Display Custom Check Templates as Options in the Template Field

You can create custom templates for accounts payable checks with Microsoft SQL Server Reporting Services report writing tools. Contact the Vision Custom Programming Group or Deltek Customer Care for more information.

The custom templates display as options in the Template field on the Accounts Payable tab of the Company AP Configuration form or the General tab of the Accounting Company Settings form.

To set custom templates to display as options in the Template field, complete the following steps:

1. Follow the correct naming convention for each custom template file:

   • Canada: CheckAPDefault_CAD_UniqueTemplateName_Custom.rdl

   • United Kingdom: CheckAPDefault_UK_UniqueTemplateName_Custom.rdl

   • United States: CheckAPDefault_UniqueTemplateName_Custom.rdl

2. Store the custom template file in the Vision \Reports\Custom\Check folder on your application server. The default location is C:\Program Files\Deltek\Vision\Reports\Custom\Check. The Check folder does not have to be directly under the Custom folder. You can have other folders between the Custom and the Check folders (for example:  \Reports\Custom\<XXXXX>\Check).
3. To use subreports for custom templates, copy the following subreports from the \Deltek\Vision\Reports\Check folder on your Vision application server to the \Deltek\Vision\Reports\Custom folder on your application server.

   • InvoiceDetails.rdl

   • EFT_AP.rdl

Warning: You can modify the subreports in the Custom folder, but you must not rename them. If you rename them, when you print checks with a custom check template, the subreports will not be found.