Map Customers to Contracts
Use the Map Customers to Contracts view to set up, change or remove your ESET Customer to PSA Contract Maps.
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ESET Customer Names This ESET Customer list is collected from your EMA2 database, where you create your ESET PSA plugin user. |
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PSA Contract Names The PSA Contracts list is available only after establishing a working PSA Connection. |
Click Add filter to filter the view, or click each column header to sort according to your needs.
Set up ESET Customer to PSA Contract Maps
1.Select Connection Settings > Map Customers to Contracts.
2.Click Select next to the unmapped ESET Customer Name.
3.Select the check box next to Contract Name in the next window.
4.Select the available Adjustment Type from the drop-down menu.
5.Click Continue.
The ESET Customer is now mapped to the selected PSA Contract.
Change ESET Customer in PSA Contract Maps
1.Select Connection Settings > Map Customers to Contracts.
2.Click the line with the mapped ESET Customer Name to change.
3.Click Change Contract.
4.Select the check box next to the Contract Name in the next window.
5.Select the available Adjustment Type from the drop-down menu.
6.Click Continue.
The ESET Customer is now mapped to the newly selected PSA Contract.
Change Adjustment Type for ESET Customer in PSA Contract Maps
1.Select Connection Settings > Map Customers to Contracts.
2.Click the line with the mapped ESET Customer Name to change.
3.Click Change Adjustment Type and select the available option.
Remove ESET Customer from PSA Contract Maps
1.Select Connection Settings > Map Customers to Contracts.
2.Click the line with the mapped Contract Name to remove.
3.Click Remove Map.
The ESET Customer is now listed as unmapped again.