Match SimPRO Purchase Order creator and set Project manager as Lentune Project's 2nd Approver

Lentune to SimPRO Integration flags to set the 2nd Approver on the project.

Introduction

Integration Settings

Introduction

Integration flags for SimPRO allow you to set the creator of the SimPro Purchase Order as the creator of the Purchase Order in Lentune and the SimPro manager on the project set as the default 2nd Approver on the Project in Lentune. When the data is transferred from SimPro to Lentune, the matching process assigns the Invoice Approvers according to these settings.

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Integration Settings

There are two settings to turn on for this method to be used.

With these settings, the SimPro user who created the SimPro purchase order will be matched to the Lentune User and set as the PO creator in Lentune. The SimPro project manager user will be matched to the Lentune User and set as the project's default 2nd Approver.

• Go to Administration > Settings.
• Go to the Integration tab.

In the External integration detail section, scroll down:

• Sync created by user for purchase order: Check this field to have the User ID from SimPro's purchase order matched to the Lentune User and set as the PO creator in Lentune.
• Sync job manager as project second approver: Check this field to have the manager on the project matched to the Lentune User and set as the project's default 2nd Approver in Lentune. When this field is not checked, the SimPro project manager defaults to the 1st Approver.
• Click Save and close.

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Last updated: 16 January 2023