Using the Person detail view

Use the Person detail view to see information for a selected record. See Back Office

To access the Person detail view you can click Integrations and click ERP Persons and select the required person name.

Note:  You can also access Ship To, Invoice, Account, Sales Order detail view, click the Sales Person tab and click the Name link to access the Person detail view. If the tab is not visible, click More Tabs.

To edit the person information, you can:

  • Access the Person detail view and make the required changes.
    Note: Some information is for display only and must be added or edited in the integrated application.
  • Click Save.

Information fields

The information fields contain the ERP person information. See ERP Person Information Fields