Promoting to Back Office

To promote:

  1. Open the detail view for the record you want to promote:
    • account
    • contact
    • opportunity
    • bill to
    • ship to
    • pay from
    • quote
    • sales order
  2. In the Task Pane, click Promote.
  3. If prompted, click the Back Office field and select the back office application.
  4. Click the System Accounting Entity field and select the corresponding entity of the record type you are promoting.
  5. Click OK.
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