Adding or Cloning a Price Service

Infor CRM Back Office Extension only. Price Services provide Infor CRM users with product pricing and availability information when generating a new quote or sales order in Infor CRM. The Back Office Price Services provide the definitions of integrated back office application pricing services for the Infor CRM integration.

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

To add a price service

1.  Do one of the following:
   • On the Back Office Detail view, click the Price Services tab, and then click the Add BOE PA Service button.
   • Open the Price Service Detail view and click the Clone button.
     Some information is copied from the original record.
     
2. Complete the remaining information boxes:

Box	Description
Name	The display name of the price service. Type a unique and descriptive name for the price service.
End Point	Type the URL for the back office integrated application web service.
Action Name	The web service functionality being used by the price service.
Back Office	The back office associated with the price service. Click the link to open the Back Office detail view. (Not available from the Add Pricing Service dialog box)
Custom	Identifies whether or not a price service is custom and can therefore be modified.
Active	Use this option to enable or disable the price service.
Description	A brief description of the price service.
Service Type	Select from the list of supported price and availability web service protocols based on the host system guide instructions.
Method	The type of Web service protocol used by the price service.
Authentication Type	The type of authentication being used for the price service.
User Name	Type the user name for the back office integrated application.
Password	Type the password for the user name associated with the back office integrated application.

3. Click Save.