Adding or Editing an Accounting Entity (Back Office Extension)

Infor CRM Back Office Extension only. An accounting entity is a back office extension that synchronizes with Infor CRM.

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

To add an accounting entities

1. To add a new accounting entity, open the appropriate Back Office Detail view, click the Accounting Entities tab, and then click the Insert New Accounting Entity button.

2. Edit one or more of the following:

   • Accounting Entity Name - the name of the accounting entity in the integrated application.
   • Accounting Entity ID - the identification number of the accounting entity in the integrated application.
   • Location - the default location value to use when promoting new quotes or sales orders to the back office. This value is required for Quotes or Sales Order transactions when bi-direction support is enabled.
     The location should correspond to the quote or sales order location for the specified accounting entity.
3. Click OK.

To edit an accounting entity

1. Click the Edit link next to the record you want to edit.

2. Edit one or more of the following:

   • Accounting Entity Name - the name of the accounting entity in the integrated application.
   • Accounting Entity ID - the identification number of the accounting entity in the integrated application.
   • Location - the default location value to use when promoting new quotes or sales orders to the back office. This value is required for Quotes or Sales Order transactions when bi-direction support is enabled.
     The location should correspond to the quote or sales order location for the specified accounting entity.
3. Click OK.

Related Topics

Accounting Entities Tab