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.
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- On the Navigation Bar, click ION BOD Mappings to open the BOD Mappings List view. If necessary, use the Lookup to locate a BOD mapping, and then click the BOD mapping name.
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- On the toolbar click the button, or click the current group tab.
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.
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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? |
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Back Office |
The back office associated with the BOD mapping. Click the lookup to find the appropriate back office. button and use the |
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:
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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.
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On insert only |
Outbound On Update |
Determines promotion of updated data from Infor CRM to the back office.
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On insert only |
Outbound On Delete |
Determines promotion of deleted data from Infor CRM to the back office.
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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
.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.