BOD Mappings Tab
Infor CRM Back Office Extension only. Use the BOD Mappings tab to view and manage the BOD mappings that transfer information between Infor CRM and a Back Office extension.
The system administrator and users with the appropriate role can access these features.
Open the BOD Mappings tab
- On the Back Office Detail view, click the BOD Mappings tab.
View BOD Mapping details
- Click the BOD Mapping to open the ION BOD Mapping Detail view.
Add a field mapping
- Click the Add New BOD Mapping
button. - Follow the steps for adding a BOD mapping.
Edit BOD mappings
- Select the BOD mapping you want to edit.
- Click in the grid to edit one or more columns.
Not all columns can be edited in the grid. To determine if a column can be edited, click in the grid. If a white box appears, then the column can be edited.
- Make your changes.
- Click Save
.
This view contains the following columns:
- BOD Mapping - The name of the BOD mapping and a link to the BOD Mapping Detail view.
- Noun - The noun, as defined by the BOD standard, to be processed by the BOD Mapping record. For example, CustomerPartyMaster, ContactMaster, Quote, SalesOrder If the same noun is used for multiple BOD mappings, only one can be active. Any other BOD mappings with same noun will have the Active check box cleared when another mapping with the same noun is added or designated "Active".
- Entity - The Infor CRM entity, or record type, being mapped. Type the name of an Infor CRM entity type. For example, "Account".
- Priority - Specifies the order in which BODs are processed.Type any 3-digit number to designate the BOD Priority. The BOD with the lowest number will be processed first and all other BODs will be processed in ascending order.
- Handler Class - Use this box to enter a custom handler. A custom handler is a fully qualified name of a user-defined C# class replacing the generic anyBod handler. See Saleslogix.Integration.BOE.Jobs.Message.ItemMasterHandler.
- Active - Use this option to turn on or turn off synchronization for this BOD mapping.
To undo any changes, click Reset
before clicking the Save button. - Outbound On Create - Determines promotion of new data from Infor CRM to the back office. Includes the automatic promotion of dependent entities when they are related to a promoted account. Automatic - Promotion and updates will be automatically published to the integrated back office application. Requires no action by the user.User Triggered - Promotion and updates will be published to the integrated back office application only after the user clicks the Promote task in the Task Pane. Disabled - New content will not be published to the integrated back office application.
- Outbound On Update - Determines promotion of updated data from Infor CRM to the back office. Automatic - Updates will be automatically published to the integrated back office application. Requires no action by the user.User Triggered - Updates will be published to the integrated back office application only after the user clicks the Promote task in the Task Pane. Disabled - Updates will not be published to the integrated back office application.
- Outbound On Delete - Determines promotion of deleted data from Infor CRM to the back office.Automatic -Deletions will be automatically published to the integrated back office application. Requires no action by the user.User Triggered - Deletions will be published to the integrated back office application only after the user clicks the Promote task in the Task Pane. Disabled - Deletions will not be published to the integrated back office application.
