Viewing Sold To Tab

Infor CRM Back Office Extension only. The Sold To tab displays associated shipping address information. For specific questions please refer to the documentation for the integrated application or contact the administrator.

To view:

  1. Open the Sales Order or Quote Detail view and click the Sold To tab. If the tab is not visible, click More Tabs.
  2. View or edit the following information:
    Account
    The account associated with the sales order or quote. To change the account, click the Account search_new (Find) button to find the associated account.
    Back Office
    The back office name of the integrated application.
    Accounting Entity
    The name of the accounting entity in the integrated application.
    Address
    The address information for the associated record in the integrated application.
  3. If you made any edits click save.png (Save).