User Preferences not a source of Charge Account defaulting during Requisition Import

Summary

User Preferences not a source of Charge Account defaulting during Requisition Import

Content

Customers and Support

This has come up twice recently on forum posts. It might merit a reminder. As you know Charge Account derivation uses various sources. User Preferences is one of them. Note that if you are importing requisitions (either using FBDI Templates or the Web Service), the charge account defined on User Preferences will not be considered for defaulting purposes.

We get asked this question as to why the charge account derivation either fails or ignores the charge account on user preferences.

User preferences by definition and design is applicable for UI based charge account defaulting, not for backend services such as Web Service or Import Requisitions.