Promoting to Back Office

To promote:

  1. Access the detail view of the required record to promote:
    • Account
    • Contact
    • Opportunity
    • Bill To
    • Ship To
    • Pay From
    • Quote
    • Sales Order
  2. Click Promote in the Task Pane.
  3. Click the Back Office field and select the back office application if prompted.
  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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