Accounting Entities Tab (Back Office Extension)

Infor CRM Back Office Extension only. Use the Account Entities tab to view and manage the Back Office Extension accounting entities that synchronize with Infor CRM.

To open the Accounting Entities tab, click the Accounting Entities tab on the Back Office Detail view.

On this page you can:

• Edit an account system in the grid:
  1. Click the grid to select the record to be edited.
  2. Edit one or more of the following fields:

     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 (Save).
• Edit an account system:
  1. Click the Edit link for the record to be edited.
  2. Follow the steps for editing an accounting entity.
  3. Click OK.
• Add an accounting entity:
  1. Click (Insert New Accounting Entity).
  2. Follow the steps for adding an accounting entity.
• Delete an Accounting Entity: Select the record to be removed and click (Delete).