Using the Price Service 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 fields, tabs, and a user-defined middle section. 
Note: The system administrator and users with the appropriate role can access these features.
To open the Price Service detail view
  • Click the Price Services tab on the Back Office Detail view and then click the Name link.
    Note: The Price Service detail view is in read-only mode unless the selected price service has been customized. To customize the selected price service, click the Customize link. The Customize link is replaced with the Edit link which indicates that the selected price service is customized. See Editing or Customizing a Price Service.

On this page you can:

  • View price service details
  • Edit a custom price service’s details
  • Click Test Link to test the Price Service connection information.
  • Delete a custom price service

Information Fields

The information fields contain the primary information about the price service. This information can be modified when viewing a customized price service. The information available depends on your authentication method and ERP. For information specific to your implementation, please use the following links.
Note: The Price Service detail view is in read-only mode unless the selected price service has been customized. To customize the selected price service, click the Customize link. The Customize link is replaced with the Edit link which indicates that the selected price service is customized. See Editing or Customizing a Price Service.

Click save.png (Save) to save any changes.

Detail View Tab

The tab shows specific information which you can use for price service related activities. Click the link to see more information about the tab.

User Defined Section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.