Configuring Back Office Extension Integration

Complete the following tasks to configure the Back Office Extension integration.

Note:  This section assumes that Infor ION and a supported ERP system are already installed and configured according to the documentation delivered with those products. Also see the Infor CRM Implementation Guide for information about configuring Back Office Extension with Infor CRM.

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

To configure:

  1. Run the SLXConversionUtility.exe.
    This needs to be done only once to support all integrations.
  2. Sign in as the administrator.
  3. On the Integrations List view, select Back Office Extension.
  4. Verify that the Enabled check box is selected.
    To turn off synchronization, clear the Enabled check box.
  5. Click (Save).
  6. Click the Options tab and do the following:
    1. Select the Tenant row, click in the Value column. Specify the Tenant name that was defined when configuring the ERP connection in ION Desk.
    2. Select the Logical ID row, click in the Value column. Specify the Logical ID for Infor CRM. The Logical ID is generated when configuring connection information for Infor CRM in ION Desk.
    3. Infor CRM recommends leaving the remaining items as the default values, but the items can be edited:
      Success Message Expiration
      The number of minutes after which success messages are purged from the log. The default setting is 4320. A value of -1 means that success messages are never purged from the log.
      Error Message Expiration
      The number of minutes after which error messages are purged from the log. The default setting is -1 which means that error messages are never purged from the log.
      Local CRM Pricing Quote
      Use this field to enable or disable the local CRM pricing for quotes. The default Value is False.
      Local CRM Pricing Opportunity
      Use this field to enable or disable the local CRM pricing for opportunities. The default Value is True.
      Local CRM Pricing Sales Order
      Use this field to enable or disable the local CRM pricing for sales orders. The default Value is False.
      Log Success Messages

      The default value is True, which means that the log includes successful transactions. To exclude successful transactions from the log, click in the Value column and specify False. Setting this option to False reduces the items that display in each record's Sync History tab.

      Inbound Process List Size
      The number of BODs to be processed by a single job service thread. The default value is 10.
      Inbox Message Fetch Size
      The maximum number of BODs processed at any given time. The default value is 1000.
      Out of Sequence Message Expiration
      Defines the length of time missing relationship information is stored in a log file. When BODs arrive out of sequence and have missing dependent data, the system stores the missing relationships in a log. The default value is 24 hours.
      Acknowledge Message Timeout (in minutes)
      Defines the maximum delay Infor CRM allows for the back office to respond to the Process BOD request with the Acknowledge response. The default value is 10.
      Outbound Retry Count
      The maximum number of times an outbound record is sent unsuccessfully. The default value is 3.
      Associate Roles to Unsynced Account
      Restricts the generation of new ship to or bill to records until after the associated account has been successfully promoted. The default is False. When set to True, ship to or bill to records can be created for an account that has not yet been promoted.
      Inbound Poling Interval (in seconds)
      The duration in seconds between execution of inbound sync jobs. The duration is defined as the time period from the completion of one inbound sync job to the start of the next inbound sync job. The default value is 15.
      Outbound Poling Interval (in seconds)
      The duration in seconds between execution of outbound sync jobs. The duration is defined as the time period from the completion of one outbound sync job to the start of the next outbound sync job. The default value is 15.
      Default Quote Duration (in days)
      The default number of days between the start date and expiration date when creating a quote, if the expiration date is left blank.
      Numeric Culture
      Defines the Culture setting used by the Job Server when parsing numeric content contained in BODs. Although this field is editable, do not edit the default setting (en-US) unless instructed to do so by Infor CRM Support Personnel.
    4. Click (Save).
  7. Click the Outbound Message Settings tab and do the following:
    1. Select the row you want to edit, and click in the Entity or Parent column and specify the changes.
    2. Infor CRM recommends leaving the remaining items as the default custom setting values, but the items can edited:
      Contact
      Contact reference defined by the integrated back office application.
      Account
      Customer reference defined by the integrated back office application.
      ERPBillTo
      Bill To reference defined by the integrated back office application.
      ERPPayFrom
      Pay From reference defined by the integrated back office application.
      Address
      Address reference defined by the integrated back office application.
      ERPTradingAccount
      Account reference defined by the integrated back office application.
      ERPBillToContact
      Contact reference defined by the integrated back office application. This a many-to-many relationship between Bill To and Contact.
      ERPBillToAccount
      Account reference defined by the integrated back office application. This a many-to-many relationship between Bill To and Account.
      ERPContactAccount
      Contact relationship defined by the integrated back office application.
      SalesOrder
      Sales order reference defined by the integrated back office application.
      Quote
      Quote reference defined by the integrated back office application.
      ERPShipToAccount
      Customer reference defined by the integrated back office application. This a many-to-many relationship between Ship To and Account.
      ERPShipToContact
      Customer reference defined by the integrated back office application. This a many-to-many relationship between Ship To and Contact.
      ERPBillToShipTo
      Customer reference defined by the integrated back office application. This a many-to-many relationship between Bill To and Ship To.
      ERPPayFromBillTo
      Billing address defined by the integrated back office application. This a many-to-many relationship between Pay From and Bill To.
      ERPPayFromContact
      Contact relationship defined by the integrated back office application. This a many-to-many relationship between Pay From and Contact.
      QuoteItem
      Quote item defined by the integrated back office application.
      QuoteAddress
      Quote address defined by the integrated back office application.
      SalesOrderItem
      Sales order item defined by the integrated back office application.
    3. Click (Save).
  8. On the Back Offices tab, select the desired back office link and use the Back Office Detail view to:
    Note:  If the desired back office does not exist, you must first add a new back office.
    1. Configure the back office information fields.
    2. Use the Accounting Entities tab to add a new accounting entity.
  9. (Optional) Use the ION BOD Mapping Detail view to:
    Note:  If the desired ION BOD mapping does not exist, you must first add a new ION BOD mapping.
    1. Edit an existing ION BOD mapping.
    2. Add a BOD field mapping .
    3. Edit a BOD field mapping .
  10. Grant the appropriate access.
    1. To give individual users access to administrative integration views, add those users to the Integration role. These views include:
      • Back Office
      • ION BOD Mappings
      • ION Field Mappings
      • ERP Persons
    2. To give individual users access to the following non-administrative integration views, add those users to the BackOffice role. These views include:
      • Invoices
      • Receivables
      • Shipments
      • Bill To
      • Ship To
      • Pay From
      • ERP Persons (View)
Parent topic: Back Office Extension
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