Using the Account ERP Details Tab

The ERP Details tab is displayed in the Account Detail view. This tab contains specific information about the account 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.

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

To edit the ERP Details tab:

From the Account Detail view of the account that must be modified, click the ERP Details tab.
When your edits and updates are completed, click (Save).

If the Sync Status is Changes Pending, you are required to promote your changes to the back office application. In the Task Pane, click Promote.


Field	Description
Back Office	The associated integrated back office application.
Customer ID	A unique ID defined by the integrated application.
Territory	The territory to which the record should be assigned. Click the drop-down arrow and select from the list. The available options are specific to the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.
Payment Term	The payment condition or conditions that must be met. Click the drop-down arrow and select from the list.
Finance Limit	The total credit limit for a customer to be used during a credit check.
Base Financial Limit	The credit limit for this Account, in the base currency.
Buyer	The contact information for the buying person, organization, department, or group.
SIC Code	Standard Industrial Classification Code of the account. Click in the box, and then enter any changes.
Carrier	Click (Find) to find the carrier that delivers the requested product or products.
Sync Status	Status of synchronization to the integrated application. Possible values are: Not Promoted: The record only exists in Infor CRM because the same is not yet promoted to the accounting system. To promote, in the Task Pane, click Promote. Changes Pending: Some changes exist that are required be promoted to the accounting system. To promote, click Promote in the Task Pane. Promoted: Pending changes does not exist since the last promotion. No action is required. Awaiting Acknowledgment: The record has not yet been promoted to the accounting system. To promote, click Promote in the Task Pane. 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: Pending changes do not exist 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.
Customer Type	A description of the customer type. Click the drop-down arrow and select from the list. The available options are specific to your implementation.
Payment Method	The method of payment for the sales order. Click the drop-down arrow and select from the list.
Tax ID	The government provided tax identification number for the business or individual. For example, Social Security Number, FIIN, or EIN.
Complete Orders Only	If selected, shipments can only be sent when the entire order is ready to be shipped.
Variation ID	A sequence number defined by the integrated application to ensure outdated content never overwrites updated content in the subscriber application.
Default Warehouse	Click (Find) to find the warehouse location that ships the quoted product or products. Auto pricing is determined by the default warehouse.
Internal Customer	Indicates that the customer is part of the company, not an external customer.
Notes	Displays notes from the associated ERP system from most recent to oldest. 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.