Case Study: Deltek streamlines sales order processing with FMIS

Engineering Sales Order Processing case study

Deltek, a comprehensive professional services firm providing design solutions to private and public sector clients, needed an efficient sales order processing system that could integrate with Deltek Vision. The challenge included managing complex bill of materials, controlling product item master records, and connecting sales order processing with billing and accounts payable.

FMIS implemented a sales order processing solution integrated with Deltek Vision, enabling real-time margin control, automated assembly and vendor selection, stock allocation, purchasing alerts, goods receipt tracking, invoice matching, and shipping/billing automation. The result was a streamlined end-to-end process with stronger controls, clearer authorization, and automated billing and purchase order workflows, though no specific quantitative impact was stated.

Deltek