Configuring Back Office Extension Integration

Complete the following tasks to configure the Back Office Extension integration.

This section assumes that Infor ION and a supported ERP system are already installed and configured according to the documentation delivered with those products. Also see the Infor CRM Implementation Guide for information about configuring Back Office Extension with Infor CRM.

 

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

To configure

1. Run the SLXConversionUtility.exe.
   This needs to be done only once to support all integrations.
2. Sign in as the administrator.
3. On the Integrations List view, select Back Office Extension.
   
4. Verify that the Enabled check box is selected.
   To turn off synchronization, clear the Enabled check box.
   
5. Click Save.
6. Click the Options tab and do the following:
   1. Select the Tenant row, click in the Value column. Type the Tenant name that was defined when configuring the ERP connection in ION Desktop.
   2. Select the Logical ID row, click in the Value column. Type the Logical ID for Infor CRM. The Logical ID is generated when configuring connection information for Infor CRM in ION Desktop.
   3. Infor CRM recommends leaving the remaining items as the default values, but they may be edited:
      • Success Message Expiration - The number of minutes after which success messages are purged from the log. The default setting is 4320. A value of -1 means that success messages are never purged from the log.
      • Error Message Expiration -The number of minutes after which error messages are purged from the log. The default setting is -1 which means that error messages are never purged from the log.
      • Log Success Messages - The default value is True, which means that the log will include successful transactions. To exclude successful transactions from the log, click in the Value column and type False.
        Setting this option to False will reduce the items that display in each record’s Sync History tab.
      • Inbound Process List Size - The number of BODs to be processed by a single job service thread. The default value is 10.
      • Inbox Message Fetch Size - The maximum number of BODs that will be processed at one time. The default value is 1000.
      • Out of Sequence Message Expiration - Defines the length of time missing relationship information is stored in a log file. When BODs arrive out of sequence and they have missing dependent data, the system stores the missing relationships in a log. The default value is 24 hours.
      • Acknowledge Message Timeout (in minutes) - Defines the maximum delay Infor CRM allows for the back office to respond to the Process BOD request with the Acknowledge response. The default value is 10.
      • Outbound Retry Count - The maximum number of times an outbound record will be sent unsuccessfully. The default value is 3.
      • Associate Roles to Unsynced Account - Restricts the generation of new ship to or bill to records until after the associated account has been successfully promoted. The default is False. When set to True, ship to or bill to records can be created for an account that has not yet been promoted.
      • Inbound Poling Interval (in seconds) - The duration in seconds between execution of inbound sync jobs. The duration is defined as the time period from the completion of one inbound sync job to the start of the next inbound sync job. The default value is 15.
      • Outbound Poling Interval (in seconds) - The duration in seconds between execution of outbound sync jobs. The duration is defined as the time period from the completion of one outbound sync job to the start of the next outbound sync job. The default value is 15.
      • Default Quote Duration (in days) - The default number of days between the start date and expiration date when creating a quote, if the expiration date is left blank.
      • Numeric Culture - defines the Culture setting used by the Job Server when parsing numeric content contained in BODs. Although this field is editable, do not edit the default setting (en-US) unless instructed to do so by Infor CRM Support Personnel.
   4. Click Save.
7. Click the Outbound Message Settings tab and do the following:
   1. Select the row you want to edit, and click in the Entity or Parent column and type your changes.
   2. Infor CRM recommends leaving the remaining items as the default custom setting values, but they may be edited:
      • Contact - Contact reference defined by the integrated back office application.
      • Account - Customer reference defined by the integrated back office application.
      • ERPBillTo - Bill To reference defined by the integrated back office application.
      • ERPShipTo - Ship To reference defined by the integrated back office application.
      • ERPPayFrom - Pay From reference defined by the integrated back office application.
      • Address - Address reference defined by the integrated back office application.
      • ERPTradingAccount - Account reference defined by the integrated back office application.
      • ERPBillToContact - Contact reference defined by the integrated back office application. This a many-to-many relationship between Bill To and Contact.
      • ERPBillToAccount - Account reference defined by the integrated back office application. This a many-to-many relationship between Bill To and Account.
      • ERPContactAccount - Contact relationship defined by the integrated back office application.
      • SalesOrder - Sales order reference defined by the integrated back office application.
      • Quote - Quote reference defined by the integrated back office application.
      • ERPShipToAccount - Customer reference defined by the integrated back office application. This a many-to-many relationship between Ship To and Account.
      • ERPShipToContact - Customer reference defined by the integrated back office application. This a many-to-many relationship between Ship To and Contact.
      • ERPBillToShipTo - Customer reference defined by the integrated back office application. This a many-to-many relationship between Bill To and Ship To.
      • ERPPayFromBillTo - Billing address defined by the integrated back office application. This a many-to-many relationship between Pay From and Bill To.
      • ERPPayFromContact - Contact relationship defined by the integrated back office application. This a many-to-many relationship between Pay From and Contact.
      • QuoteItem - Quote item defined by the integrated back office application.
      • QuoteAddress - Quote address defined by the integrated back office application.
      • SalesOrderItem - Sales order item defined by the integrated back office application.
   3. Click Save.
8. On the Back Offices tab, select the desired back office link and use the Back Office Detail view to:

   If the desired back office does not exist, you must first add a new back office.

   1. Configure the back office information boxes.
   2. Use the Accounting Entities tab to add a new accounting entity.
9. (Optional) Use the ION BOD Mapping Detail view to:

   If the desired ION BOD mapping does not exist, you must first add a new ION BOD mapping.

   1. Edit an existing ION BOD mapping.
   2. Add a BOD field mapping
   3. Edit a BOD field mapping
10. Grant the appropriate access.
    1. To give individual users access to administrative integration views, add those users to the Integration role. These views include:
       • Back Office
       • ION BOD Mappings
       • ION Field Mappings
       • ERP Persons
    2. To give individual users access to the following non-administrative integration views, add those users to the BackOffice role. These views include:
       • Invoices
       • Receivables
       • Shipments
       • Bill To
       • Ship To
       • Pay From
       • ERP Persons (View)

    Related Topics

    Configuring Infor CRM as your System of Record