Adding or Editing an ERP Person (Back Office Extension)

Infor CRM Back Office Extension only. An ERP person represents a user in a back office integration and may be used to assign data ownership if desired.

The system administrator and users with the appropriate role can access these features.

To add an ERP person

1. On the Navigation Bar, right-click ERP Persons, and then click New ERP Person.

2. Complete the remaining information boxes as required by your company's policies.
   For specific questions please refer to the documentation for the integrated application or contact your administrator.

3. Click Save.

To edit an ERP person

1. On the Navigation Bar, right-click ERP Persons, and then click New ERP Person.
2. In the Person Detail view, make your changes.
   Some information may be for display only and must be added or edited in the integrated application.
3. Click Save.

Related Topics

Using the ERP Persons Detail View

Sales Persons Tab