Contact ERP Details Tab

The ERP Details tab appears in the Contact Detail view. This tab contains specific information about the contact and back office. You can edit the information at any time by clicking in a box and typing new information, or select from a list of available items.

Your workspace may be different depending on your access rights or if your installation has been customized.

To edit

From the Contact Detail view of the accountyou want to change, click the ERP Details tab.
When your edits and updates are completed, click the Save button.
If the Sync Status is Changes Pending, then you need to promote your changes to the back office application. In the Task Pane, click Promote.

Box	Description
Back Office	The associated integrated back office application.
Sync Status	Status of synchronization to the integrated application. Possible values are: Not Promoted - The record only exists in Infor CRM because it has not yet been promoted to the accounting system. To promote, in the Task Pane, click Promote. Changes Pending - There are changes that need to be promoted to the accounting system. To promote, in the Task Pane, click Promote. Promoted - There are no pending changes since the last promotion. No action is required. Awaiting Acknowledgment - The record has not yet been promoted to the accounting system. To promote, in the Task Pane, click Promote. Out of Sync - An error occurred during the last sync cycle. Go to the Sync History tab for more information. Delete Request Rejected - The record could not be deleted because the accounting system denied the delete request. In Sync - There are no pending changes since the last promotion. No action is required. Published by CRM - The record has been promoted. Infor CRM is the System of Record.
Accounting Entity	Company or accounting entity as defined by the integrated application.
ERP Status	The status within the integrated back office system.
Variation ID	A sequence number defined by the integrated application to ensure outdated content never overwrites updated content in the subscriber application.
Contact ID	A unique identifier defined by the integrated application.
Notes	Displays notes from the associated ERP system. These notes cannot be edited.

Additional information may be available if your implementation includes a Back Office Extension. 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.

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.