Account ERP Details Tab
The ERP Details tab appears in the Account Detail view. This tab contains specific information about the account and back office. You can edit the information at any time by clicking in a box and typing new information, or select from a list of available items.
Your workspace may be different depending on your access rights or if your installation has been customized.
- From the Account <![CDATA[ ]]>Detail view of the account you want to change, click the ERP Details tab.
- When your edits and updates are completed, click the Save button.
- If the Sync Status is Changes Pending, then you need to promote your changes to the back office application. In the Task Pane, click Promote.
The associated integrated back office application.
|Customer ID||A unique ID defined by the integrated application.|
The territory to which the record should be assigned. Click the drop-down arrow and select from the list. The available options are specific to the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.
|Payment Term||The payment condition or conditions that must be met. Click the drop-down arrow and select from the list.|
|Finance Limit||The total credit limit for a customer to be used during a credit check.|
|Base Financial Limit||The credit limit for this Account, in the base currency.|
|Buyer||The contact information for the buying person, organization, department, or group.|
|SIC Code||Standard Industrial Classification Code of the account. Click in the box, and then enter any changes.|
|Carrier||Click the Find button to find the carrier that will deliver the requested product or products.|
Status of synchronization to the integrated application. Possible values are:
|Accounting Entity||Company or accounting entity as defined by the integrated application.|
|ERP Status||The status within the integrated back office system.|
A description of the customer type. Click the drop-down arrow and select from the list. The available options are specific to your implementation.
|Payment Method||The method of payment for the sales order. Click the drop-down arrow and select from the list.|
|Tax ID||The government provided tax identification number for the business or individual.
For example, Social Security Number, FIIN, or EIN.
|Complete Orders Only||If selected, shipments can only be sent when the entire order is ready to be shipped.|
|Variation ID||A sequence number defined by the integrated application to ensure outdated content never overwrites updated content in the subscriber application.<![CDATA[ ]]>|
|Default Warehouse||Click the Find button to find the warehouse location that will ship the quoted product or products. Auto pricing is determined by the default warehouse.|
|Internal Customer||Indicates that the customer is part of the company, not an external customer.|
|Notes||Displays notes from the associated ERP system. These notes cannot be edited.|
Additional information may be available if your implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.
What's New in this Release
For a list of new features, see the What's New In This Release topic.
Getting Started with Infor CRM Web Client
Infor CRM Quick Reference for the Web User
This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at firstname.lastname@example.org.