Sold To Tab

Infor CRM Back Office Extension only. The Sold To tab displays associated shipping address information. For specific questions please refer to the documentation for the integrated application or contact your administrator.

To view

1. Open the Sales Order or Quote Detail view and click the Sold To tab. If the tab is not visible, click the More Tabs tab.
2. View or edit the following information:
   • Account - The account associated with the sales order or quote. To change the account, click the Account Find button to find the associated accountt.
   • Back Office - The back office name of the integrated application.
   • Accounting Entity - The name of the accounting entity in the integrated application.
   • Address - The address information for the associated record in the integrated application.
3. If you made any edits click the Save button.