Deltek Vision - Create Client Dialog Box

Use the Deltek Vision - Create Client dialog box to enter, modify, or review a client's name and address information, Internet Web site address, important notes, and client type and status information. This information is saved in the Client Info Center.

Location

To display the dialog box, complete the following steps:

  1. In the notification area of your Windows taskbar, right-click the Deltek Vision Quick Launch icon () or click Deltek Vision on the toolbar of the Add-Ins tab in Outlook.
  2. Select Create Client.

Contents

Field Description
Number Enter the number associated with the client. Each client number must be unique. You establish the length and format of your client numbers when you install Vision.
Name Enter the name of the firm (client) for whom you are performing work.
Client Select this option if the firm is a client. Vision includes all firms marked as "Client" in the Client lookup. Vision selects this field by default.

To include the firm in both the Client and Vendor lookups, select both the Client and Vendor options.

Vendor Select this option if the firm is a vendor. Vision includes all firms marked as "Vendor" in the Client lookup.

To include the firm in both the Client and Vendor lookups, select both the Client and Vendor options.

Status Use the drop-down box in this field to select a status that reflects your current relationship with the client. Your status options include Active, Dormant, and Inactive.
Type Use the drop-down list in this field to select a type by which to classify the client.

You define client type options using the Client Type Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.

You can group clients by type when running reports.

Relationship Use the drop-down list in this field to select your relationship with the client (New, Existing, Prospective, for example).

You define client relationship options using the Client Relationship Code Table in Code Table Configuration. See your system administrator for information about adding values to this list.

Description Enter a description by which to identify the address you are entering, such as Company Headquarters, Northeast Office, or Distribution Center.

The description you enter in this field is added to the drop-down list in the Addresses field on the General tab.

When you add a new client record, the Description field displays as <Default>. You can modify this description (or any other address description) at any time.

Only users with the role type Accounting can modify the address designated as the Default Billing Address.

Primary Select this option to designate the current address as the primary address for the client. You can designate only one address as primary. However, you can change the primary address designation at any time.

This address displays on client reports.

Default Billing Select this option to designate the current address as the default billing address for the client. Only users with the role type Accounting can designate an address as the default billing address.

You can designate only one address as the default billing address. However, you can change the default billing address designation at any time.

This address displays on client invoices.

Address 1, 2, 3, 4 Enter the client's address (street name and number, suite number, P.O. box number, for example).
City Enter the city in which the client's address is located.
State/Province Use the drop-down list in this field to select the state or province in which the client's address is located. Vision filters the State/Province drop-down list for the country that is currently selected.
Zip/Postcode Enter the zip or postal code for the client's address.
Country Use the drop-down list in this field to select the country in which the client's address is located. This field defaults to Vision's default country setting.
Phone Enter the client's phone number.

Your Vision Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.

Fax Enter the client's fax number.

Your Vision Administrator defines the format for your phone number entry. To select a different format, see the Insert Phone Numbers topic.

Tax Reg. # Enter the client's tax registration number.

This field displays only if you selected the Enable tax auditing feature option on the Tax Auditing tab of Accounting > Company Settings Configuration.

Tax Country Code Use the drop-down list in this field to select the client's tax country code.

This field displays only if you selected the Enable tax auditing feature option on the Tax Auditing tab of Accounting > Company Settings Configuration.

Web Site Enter the client's Web address.

To modify a client's Web address, right-click it and then click Edit, or click the Notes icon in this field.

Notes Enter any notes or information related to the client.

If you enter text directly in the Notes field, you must:

  • Press SHIFT + ENTER to start a new line of text.
  • Press ENTER to start a new paragraph.

You can include the text entered in this field on your Accounts Receivable reports.