Adding a BOD mapping (back office extension)

BOD mappings are entity-level (record type) associations consisting of one or more field mappings that support synchronization between Infor CRM SLX and an ION back office integration. Field mappings are field-level associations that support synchronization between Infor CRM SLX and an ION back office integration. See Back Office

Note: The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?

To add an ION BOD mapping:

  1. Click the BOD Mapping tab, and click Add BOD Mapping in the Back Office detail view.
    Note: To customize the selected BOD mapping, click the Customize link. The Customize link is replaced with Edit link which indicates that the selected BOD mapping is customized.
  2. Specify this information based on the company policies:
    Field Description Can be edited?
    Back Office

    The back office associated with the BOD mapping.

    Click Find and use the lookup to find the appropriate back office. See Finding Records

    On insert only
    BOD Mapping

    The display name of the BOD mapping.

    When adding a new ION field mapping, type a unique and descriptive name for the BOD mapping.

    On insert only
    Noun The noun, as defined by the BOD standard, to be processed by the BOD Mapping record. For example, CustomerPartyMaster, ContactMaster, Quote, SalesOrder If the same noun is used for multiple BOD mappings, only one can be active. Any other BOD mappings with same noun have the Active check box cleared when another mapping with the same noun is added or designated "Active". On insert only
    Entity

    The Infor CRM SLX entity, or record type, being mapped.

    Click the drop-down arrow and select from the list.

    On insert only
    Inherit Owner From

    Designates the parent entity from which the mapped entity inherits ownership. The options in the list depend on the Entity selected for the mapping. Some entities do not have a parent entity.

    Click the drop-down arrow and select from the list.

    On insert only
    Delete Behavior

    Use this option to set the delete behavior for records associated with the BOD.

    Click the drop-down arrow and select one of these:

    • Hard: Deletes the record from the database
    • Soft: Changes the record status to Delete, but does not delete the record from the database.
    On insert only
    Handler Class

    Use this box to enter a custom handler.

    A custom handler is a fully qualified name of a user-defined C# class replacing the generic anyBod handler. See Saleslogix.Integration.BOE.Jobs.Message.ItemMasterHandler.

    On insert only
    Priority

    Specifies the order in which BODs are processed.

    Type any 3-digit number to designate the BOD Priority. The BOD with the lowest number is processed first and all other BODs are processed in ascending order.

    If multiple BODS have the same priority, then each of those BODs are processed at the same time.

    On insert only
    Unique ID XPath

    The path to the BOD being processed.

    To edit the XPath, please refer to the guidelines in the ION Technical guide available from Infor Support Portal.

    On insert only
    Unique ID Node

    The attribute in the Unique XPath that determines if a record is new or old.

    To edit the ID node, please refer to the guidelines in the ION Technical guide available from Infor Support portal.

    On insert only
    Active Use this option to turn on or turn off synchronization for this BOD mapping. Yes
    Custom Identifies custom BOD mappings. No
    Outbound On Create

    Determines promotion of new data from Infor CRM SLX to the back office. Includes the automatic promotion of dependent entities when they are related to a promoted account. Possible values:

    • Automatic - Promotion and updates are automatically published to the integrated back office application. Requires no action by the user.
    • User Triggered - Promotion and updates are published to the integrated back office application only after the user clicks the Promote task in the Task Pane.
    • Disabled - New content is not published to the integrated back office application.
    On insert only
    Outbound On Update

    Determines promotion of updated data from Infor CRM SLX to the back office. Possible values:

    • Automatic - Updates are automatically published to the integrated back office application. Requires no action by the user.
    • User Triggered - Updates are published to the integrated back office application only after the user clicks the Promote task in the Task Pane.
    • Disabled - Updates are not published to the integrated back office application.
    On insert only
    Outbound On Delete

    Determines promotion of deleted data from Infor CRM SLX to the back office. Possible values:

    • Automatic: Deletions are automatically published to the integrated back office application. Requires no action by the user.
    • User Triggered: Deletions are published to the integrated back office application only after the user clicks the Promote task in the Task Pane.
    • Disabled - Deletions are not published to the integrated back office application.
    On insert only
    Generate Outbound Template

    When selected, Infor CRM SLX regenerates the outbound template based on BOD field mapping updates.

    This option must be cleared if the outbound template is manually modified.

    On insert only
    Outbound Template XML template for outbound process BODs for the given noun. On insert only
    System of Record Select the application to use as the system of record. Options are Back Office or CRM.
  3. Click Save.