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 Infor CRM 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:
-
On the
Back Office Detail view, select the
BOD Mapping tab, and click
().
Note: To customize the selected BOD mapping, click the link. The link is replaced with link which indicates that the selected BOD mapping is customized. -
Complete this information based on the company's policies:
Field Description Can be edited? Back Office The back office associated with the BOD mapping.
Click
() 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 Custom Identifies 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 are 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 Template XML template for outbound process BODs for the given noun. On insert only System of Record Select the application to use as the system of record. Options are Back Office or CRM. -
Click
().