Quote ERP Details Tab (Back Office Extension)

Infor CRM Back Office Extension only. The ERP Details tab in the Quote Detail view displays information from the integrated back office application. For specific questions please refer to the documentation for the integrated application or contact your administrator.

To view

1. Open the Quote Detail view.
2. Click the ERP Details tab.
3. View or edit the following:
   • Back Office - The associated integrated back office application. To select a different back office system, drop-down arrow and select from the list

     This information will be read-only once the quote has been successfully promoted.

   • Sync Status - Status of synchronization to the host system.
   • Variation ID - A sequence number defined by the integrated application to ensure outdated content never overwrites updated content in the subscriber application.
   • Notes - Displays notes from the associated ERP system. These notes cannot be edited.
   • Accounting Entity - Company or accounting entity as defined by the integrated application.
   • External ID - A unique Quote number assigned by the integrated application.
   • Quote Location - The site or office that generated the quote. Click the Find button to find the appropriate location. This information may not be available.
   • ERP Status - The status within the integrated back office system.
   • Document Date - A date stamp from the integrated application to identify when the information was last published.
   • Last Modified - The date on which the quote was last modified.

Related Topics

Using the Quotes List View