Promotion Failure Notification Workflow

When a BOE enabled entity is promoted in Infor CloudSuite CRM, the information is sent to the integrated ERP. Once the ERP acknowledges these modifications, the modified data in CRM is considered to be ‘In Sync’ with the ERP.

The ERP Promotion Failure Notification workflow can be enabled to receive notifications when a promotion has been rejected by the integrated ERP. This Workflow sends an Email and creates a new task for the user who promoted the ERP. If the organization is not SSO enabled, then only an email is sent.

Note: As part of the installation process, the Administrator must configure this Workflow. See Configuring a Standard ION Workflow.

The user can:

Click the drillback link on the task and access the entity to modify the data and promote it again.
Access the entity directly and promote to ERP.
Set the task status to Handled and ignore the notification.

If the record is promoted and the task is not Handled, the task gets cancelled automatically.