Using the Back Office Detail View

Infor CRM Back Office Extension only. Use the Detail view to see information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section. A back office is an integrated external application that manages the financial, manufacturing, or distribution processes.

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

To open the Back Office Detail view, select the Back Offices tab on the Integrations Detail view and click the Name column link.

On this page you can:

Information Fields

The information fields contain the primary information about the back office. Some information can be edited, however other information cannot be added after the back office is created or is for display only. This information must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact the administrator.


Fields	Description
Clone	You can use this option to create new cloned back offices. A cloned Back Office inherits all the existing customizations of the selected back office, at the time of generating the cloned Back Office. Note: The cloned back offices must have a unique Name and Logical ID.
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 the connection point for the host ERP system in ION Desk.
Account	The account that is associated with contacts synchronized from the back office without associated account information. Generally you must 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 is assigned.
Default [Account Manager]	Click (Find) to find the user or team within the organization to manage the account relationship of new accounts created in Infor CRM.
Integration	A link to the Integration Detail view.
Language Code	The language code is used to configure Inbound BOD processing and capture data from BOD elements in a language other than the default language code. This value must match the Language ID attribute published by the host system. The default value is en-US.
Version	The version number of the back office integration.
Default Record Owner	The owner who is assigned to all processed BODs that do not have an assigned owner. Click (Find) to find the user or team within the organization who owns all records created by the BODs.
Sales Person Role	Ownership of a processed BOD is 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 is 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.

To save any changes, click (Save).

Detail View Tabs

Each tab shows specific information you can use for back office related activities. Click a link to see more information about each tab.

User Defined Section

You can drag and drop tabs into the user defined middle section.