Viewing Sold To tab

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. See Infor CRM Back Office Extension only.

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. See 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 Lookup to find the associated account. See Finding Records.
    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.
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