Adding Pay From Information

Infor CRM Back Office Extension only. Use this view to add associated pay from information.

Note: 

You can only add Pay From information if:

  • the sales order has an associated Bill To
  • the integrated application allows new Pay From records
  • the sales order has not yet been shipped or invoiced

To add:

  1. On the Sales Order or Bill To detail view, click the Pay From tab, click add.png (Add Pay From).
  2. Specify this information:
    Note: The available options are specific to the integrated application. For specific questions please refer to the documentation for the integrated application.
    Name
    The name of the pay from record.
    Main Phone
    The phone number to be used for the pay from record.
    Fax
    The phone number to be used for the pay from record.
    Email
    The email address to be used for the pay from record.
    Address
    Address for the pay from record. Click edit (Edit), to open the Edit Address dialog box and complete the address information. To view a map of the address, click map_new (Map). If Contour integration is enabled and configured this opens a map using the Contour provider. If a provider is not configured then the address opens in MapQuest.
    Note: Depending upon the implementation you may not be able to edit address information.
    Status
    The status of the pay from record. Click the drop-down arrow and select from the list.
    Customer Type
    A description of the customer type. Click the drop-down arrow and select from the list. The available options are specific to the implementation.
    Payment Term
    The payment condition or conditions that must be met. Click the drop-down arrow and select from the list.
    Tax Code
    If applicable, type the tax code to apply the pay from record.
  3. Click OK.
  4. Depending upon the implementation, you may need to promote the pay from.
    1. If the Sync Status is Changes Pending, then in the Task Pane, click Promote. Otherwise no action is required.
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