Automatically Populating the PLC Code Field - IAConnect - English - Foundation 22.1 - OnBase - external

IAConnect

Platform
OnBase
Product
IAConnect
Release
Foundation 22.1
License

The PLC Code value can be automatically populated when the Vendor Empl number is entered, as long as the PLC Code field is blank and certain conditions in Costpoint are met. IAConnect uses the following sequential logic to determine the PLC code value that is retrieved from Costpoint and automatically populated in the PLC Code field:

  1. A Project number must be entered on the expense line in IAConnect.
  2. If the Use Top Level Work Force option is selected for the selected project in the Manage Project User Flow screen in Costpoint, then the PLC Code field in IAConnect is populated with the top level project PLC code.
  3. If the Vendor Employee is assigned with a default PLC code for both the project and the vendor in the Manage Vendor Employee Work Force screen in Costpoint, then the PLC Code field in IAConnect is populated with that value.
  4. If the Vendor is assigned with a default PLC code for the project in the Manage Vendor Work Force screen in Costpoint, then the PLC Code field in IAConnect is populated with that value.
  5. If the Project Work Force Required option is not selected in the Manage Project User Flow screen in Costpoint, then the PLC Code field in IAConnect is populated with the default PLC code from the Manage Vendors screen in Costpoint.
  6. If none of the previous conditions is met, then the PLC Code field in IAConnect is not automatically populated.