Using the BOD Mappings Detail View

Infor CRM Back Office Extension only. Use the Detail view to see information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section. BOD mappings are entity-level (record type) associations consisting of one or more field mappings that support synchronization between Infor CRM and an ION back office integration. Field mappings are field-level associations that support synchronization between and an ION back office integration.

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

How Do I?

Clone a BOD mapping

Use the Lookup to search for records

View a group

information boxes

The information boxes contain the primary information about the ION BOD mapping. Some information can be edited, however other information cannot be added after the BOD mapping is created or is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.

If you need to edit this information,Infor CRM recommends clearing the Active option, cloning this record, editing the clone, and then selecting Active on the new record.

Box	Description	Can be edited?
Back Office	The back office associated with the BOD mapping. Click the Find button and use the lookup to find the appropriate back office.	On insert only
BOD Mapping	The display name of the BOD mapping. When adding a new ION field mapping, type a unique and descriptive name for the BOD mapping.	On insert only
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".	On insert only
Entity	The Infor CRM entity, or record type, being mapped. Click the drop-down arrow and select from the list.	On insert only
Inherit Owner From	Designates the parent entity from which the mapped entity inherits ownership. The options in the list depend on the Entity selected for the mapping. Some entities may not have a parent entity. Click the drop-down arrow and select from the list.	On insert only
Delete Behavior	Use this option to set the delete behavior for records associated with the BOD. Click the drop-down arrow and select one of the following: Hard - deletes the record from the database Soft - changes the record status to delete, but does not delete the record from the database.	On insert only
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.	On insert only
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. If multiple BODS have the same priority, then each of those BODs will be processed at the same time.	On insert only
Unique ID XPath	The path to the BOD being processed. To edit the XPath, please refer to the guidelines in the ION Technical guide available from Infor Xtreme.	On insert only
Unique ID Node	The attribute in the Unique XPath that determines if a record is new or old. To edit the ID node, please refer to the guidelines in the ION Technical guide available from Infor Xtreme.	On insert only
Active	Use this option to turn on or turn off synchronization for this BOD mapping.	Yes
Custom	Identifies custom BOD mappings.	No
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.	On insert only
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.	On insert only
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.	On insert only
Generate Outbound Template	When selected, Infor CRM regenerates the outbound template based on BOD field mapping updates. This option should be cleared if the outbound template is manually modified .	On insert only
Outbound Template	XML template for outbound process BODs for the given noun.	On insert only
System of Record	Select the application to use as the system of record. Options are Back Office or CRM

To save any changes, click Save.

detail view tab

Each tab shows specific information you can use for BOD mapping related activities. Click a link to see more information about each tab.

Field Mappings

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

What's New in this Release

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

Other Resources

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

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