Understanding Automatic Promotion

Automatic promotion is a configuration option that enables entities to be automatically promoted when they are created or updated in Infor CRM.

For the automatic promotion logic to process new records successfully there must be:

  • One Back Office enabled for outbound support of the Infor CRM Entity.
  • One Accounting Entity defined for the Back Office for the Infor CRM Entity.

Any Infor CRM Entity can be configured for automatic promotion by modifying the BOD Mapping trigger condition settings. However, in most cases, bi-directional transactions such as Quote or Sales Order should not be set to automatic because multiple dependent records may be updated or created as part of a single transaction.

The following table shows typical BOD Pack settings for bi-directional entities:

BOD Outbound on Create Outbound on Update Outbound on Delete Notes
ContactMaster Automatic Automatic Automatic Is dependent upon the corresponding Account being promoted.
CustomerPartyMaster User triggered Automatic Disabled Requires manual selection of the ‘Promote’ tasklet.
ShipToPartyMaster

Automatic

Automatic Disabled Is dependent upon the corresponding Account being promoted.
BillToPartyMaster Automatic Automatic Disabled Is dependent upon the corresponding Account being promoted.
PayFromPartyMaster Automatic Automatic Disabled Is dependent upon the corresponding Account being promoted.
Quote User Triggered User Triggered Disabled May be disabled in some BOD Packs.
SalesOrder User Triggered User Triggered Disabled May be disabled in some BOD Packs.

 

What is a dependent entity?

A dependent entity has a specified parent entity The automatic promotion of Contacts, ErpBillTo, ErpShipTo or ErpPayFrom records are dependent upon the successful promotion of their related Account.

Related Topics

Automatic Promotion

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.