Adding a BOD Mapping (Back Office Extension)

Infor CRM Back Office Extension only. 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.

To add an ION BOD mapping

  1. Do one of the following:

    • To add a new BOD mapping, on the Navigation Bar, right-click ION BOD Mappings, and then click New BOD Mapping.
    • To add a new BOD mapping to a back office, open the Back Office Detail view, click the BOD Mappings tab, and then click the Add New BOD MappingClosed button.
    • To clone an existing BOD mapping, open the ION BOD Mapping Detail view you want to clone and click the Save and NewClosed button.
      Some information is copied from the original record, including any field mappings.
  2. Complete the remaining information boxes as required by your company's policies.
    BoxDescriptionCan be edited?
    Back Office

    The back office associated with the BOD mapping.

    Click the FindClosed 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
    CustomIdentifies 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 TemplateXML template for outbound process BODs for the given noun.On insert only
    System of RecordSelect the application to use as the system of record. Options are Back Office or CRM 
  3. Click SaveClosed.

Related Topics

BOD Mappings Tab

 

 

What's New in this Release

 

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

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.