Account segment assigned by site id and if Integration Manager applies automatically to Purch. transactions

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Posted on by AWW

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When running an integration defined for the Purchasing receipts transaction selected within IM under 'Add Destination' and MS Dynamics GP eConnect adapter, should it change the account segment based on the site id as it integrates the transactions?

The account segment does change as an integration runs for sales transactions defined using the same MS Dynamics GP eConnect option when adding a destination.

Client wants the Purchasing receipts to work like the Sales transactions so I need to know if both of these are programmed the same with respect to the account segment automatically updating as the integration runs.

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AWW 235 on at

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RE: Account segment assigned by site id and if Integration Manager applies automatically to Purch. transactions

So, does anyone know for sure that the IM using an intergraton defined through the eConect purchasing receipts is programmed to automatically update the segment assigned to site ids? The Sales transaction does make the change, but I know that in the past I have learned that some modules are programmed differently than other modules.
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Mahmoud Saadi 32,738 on at

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RE: Account segment assigned by site id and if Integration Manager applies automatically to Purch. transactions

Hello

Practically speaking, the segment setup on the site level through inventory control applies on the item transaction either through sales or purchasing. We have always integrated such transaction through eConnect not integration manager and things went as expected.

I have not tested the integration manager, but I believe it should basically deliver this.

Let me know how it goes after testing.