ERP Details Tab

Infor CRM Back Office Extension only. The ERP Details tab in the Opportunity Detail view displays product information from the integrated back office application. This information 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.

To view

1. Open the Opportunity Detail view.
2. Click the ERP Details tab.
3. View or edit the following:
   • Back Office - The associated integrated back office application. Options are either the accounting system to which Infor CRM is integrated or Infor CRM SOR if Infor CRM is the system of record.
   • Sync Status - Read only. Indicates if the record contains pending changes that need to be promoted.
   • Variation ID - Read only. A sequence number defined by the integrated application to ensure outdated content never overwrites updated content in the subscriber application.
   • Accounting Entity - Read only. Company or accounting entity as defined by the integrated application.
   • Location - Read only.
   • External ID - Read only. A unique reference number assigned by the integrated application.

Related Topics

Using the Opportunity Details View