A new configuration was added to the iSAP interface settings, to always export the same users as AccountExecutive and AccountManager. Each company will have their own set of “default” A/E and A/M.
This new feature will avoid interface errors by always sending the same A/E and A/M users regardless of who created the job.
If the A/E and A/M are not defined in the interface Settings the interface will assume the normal usage which makes the A/E the user who creates the Job, and the A/M the user who is set as Project Manager.
- Set the Account Executive Id and Account Manager Id in the external settings.
- Enter with a user.
- Create a Job for Company (A) with a user from Company (B)
- Verify that the Job is exported to iSAP.
- Confirm that the Account Executive Id and Account Manager Id for that Job are the ones defined on the Company (A) external settings.