Forecast and Sage Intacct Smart Rules

⏱️ 2 minute read

This article provides key information on Sage Intacct (Intacct) Smart Rules and Forecast. 

• Sage Intacct Smart Rules

Sage Intacct Smart Rules

Forecast does not support Intacct Smart Rules. 

If your Intacct installation relies on Smart Rules associated with any of the data points supported by Forecast, functionality resulting in changes in Intacct may not work. These could include failure to export/sync data from Forecast to Intacct.

• For example:
  • A Smart Rule enforcing the definition of Project Type in Intacct will fail to import any project from Forecast into Intacct due to Forecast not supporting Project Type.

Projects, tasks, and timesheets/timesheet entries are the entity objects involved in the supported flows between Forecast and Intacct that may be impacted by Smart Rules in Intacct.

The operations to which Smart Rules are added that could impact the supported flows are as follows:

• Tasks: Set, delete, add
• Projects and Timesheets/Timesheet Entries: Set, add

If you encounter any issues where smart rules have been applied, you must modify the rules to ignore Forecast operations. This can be achieved by incorporating an extra condition that checks if the operation was carried out by the same user ID that was used to enable the Forecast connection originally where <user id> should be the relevant username. Your smart rules should be evaluated to True if the following condition is met. 

{!USERPROFILE.LOGIN!} == "<user id>"

Ensure that your Web Services user is only used for web services to apply smart rules correctly. To prevent your smart rules from breaking, avoid performing operations via the Intacct interface using the same user ID that enables the Sage PSA connection.