Adding Pay From Information

Infor CRM Back Office Extension only. Use this view to add associated pay from information.

You can only add Pay From information if: the sales order has an associated Bill To the integrated application allows new Pay From records the sales order has not yet been shipped or invoiced

To add

1. On the Sales Order or Bill To detail view, click the Pay From tab, click the Add Pay From button.
2. Complete the following:

   The available options are specific to the integrated application. For specific questions please refer to the documentation for the integrated application.

   1. Name - The name of the pay from record.
   2. Main Phone - The phone number to be used for the pay from record.
   3. Fax - The phone number to be used for the pay from record.
   4. E-mail - The e-mail address to be used for the pay from record.
   5. Address - Address for the pay from record. Click the Edit button, to open the Edit Address dialog box and complete the address information. To view a map of the address, click the Map button. If Contour integration is enabled and configured it will open a map using the Contour provider. If a provider is not configured then the address will open in MapQuest
      Depending upon your implementation you may not be able to edit address information.
   6. Status - The status of the pay from record. Click the drop-down arrow and select from the list.
   7. Customer Type - A description of the customer type. Click the drop-down arrow and select from the list. The available options are specific to your implementation.
   8. Payment Term - The payment condition or conditions that must be met. Click the drop-down arrow and select from the list.
   9. Tax Code - If applicable, type the tax code to apply the pay from record.

3. Click OK.

4. Depending upon your implementation, you may need to promote the pay from.

   1. If the Sync Status is Changes Pending, then in the Task Pane, click Promote. Otherwise no action is required.

Related Topics

Pay From Tab

Using the Pay From Detail View