Promoting to Back Office
-
Open the detail view for the record you want to promote:
- account
- contact
- opportunity
- bill to
- ship to
- pay from
- quote
- sales order
-
In the
Task Pane, click
Promote.
-
If prompted, click the
Back Office field and
select the back office application.
-
Click the
System Accounting Entity
field and select the corresponding entity of the record type you are promoting.
-
Click
OK.