Adding a Back Office

Infor CRM Back Office Extension only. A back office is an integrated external application that manages your financial, manufacturing, or distribution processes.

Note: The system administrator and users with the appropriate role can access these features.

To add a back office:

  1. Open the Back Office Detail view and click (Clone).
    Some information is copied from the original record.
  2. Specify this information:
    Name

    The display name of the back office.

    Specify a unique and descriptive name for the back office.

    Logical ID

    The Logical ID is generated when configuring connection information for Infor CRM in ION Desk.

    Specify the Logical ID for your ERP.

    Account

    The account that is associated with contacts synchronized from the back office without associated account information. Generally you should use the default account defined by the BOD Pack. Cloned back offices default to the account defined by the original back office.

    Click (Find) and use the lookup to find an account, other than the BOD Pack default account, to be associated with the back office.

    If the associated account does not exist in Infor CRM, then a default account will be assigned.

    Default [Account Manager]
    Click (Find) to find the user or team within your organization to manage the account relationship of new accounts created in Infor CRM
    Integration
    A link to the Integration Detail view.
    Version
    The version number of the back office integration.
    Default Record Owner
    The owner who will be assigned to all processed BODs that do not have an assigned owner.

    Click (Find) to find the user or team within your organization who will own all records created by the BODs.

    Sales Person Role

    Ownership of a processed BOD will be assigned to the Infor CRM user that matches the user in the integrated application with that role.

    If a role is not selected, or a BOD does not have a sales person with that role assigned, the Default Record Owner will be assigned.

    Click the drop-down arrow and select a role from the list. The available options depend on the roles defined in the integrated application.

    Country Code Format

    Designates if the integrated application is publishing 2 or 3 character ISO Country Codes or not.

    To edit, click the drop-down arrow and select from the list:

    • Alternate - Optional alternate country code defined by the Country CodeMapping.AlternateCode property.
    • ISO - Standard 2-character country code.
    Active
    Use this option to turn on or turn off synchronization for this back office.
  3. Click (Save).
Parent topic: Back offices