Using the Account ERP Details tab

The ERP Details tab is displayed in the Account detail view. This tab contains specific information about the account and back office. You can modify the information at any time by clicking in a field and specifying new information, or select from a list of available items. See Using the Account detail view

Note: Your workspace can be different based on your access rights or if your installation is customized.

To modify the ERP Details tab:

  1. Click the ERP Details tab from the Account detail view of the account that must be modified.
  2. Click Save when the modifications and updates are completed.
  3. Click Promote in the Task Pane if the Sync Status is set to Changes Pending and required to promote the changes to the back office application.
    Field Description
    Back Office The associated integrated back office application.
    Customer ID A unique ID defined by the integrated application.
    Territory The territory to which the record should be assigned. Click the arrow and select from the list. The available options are specific to the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator.
    Payment Term The payment condition or conditions that must be met. Click the arrow and select from the list.
    Finance Limit The total credit limit for a customer to be used during a credit check.
    Base Financial Limit The credit limit for this Account, in the base currency.
    Buyer The contact information for the buying person, organization, department, or group.
    SIC Code Standard Industrial Classification Code of the account. Click in the field, and specify any changes.
    Carrier Click Find to find the carrier that delivers the requested product or products.
    Sync Status Status of synchronization to the integrated application. Possible values are:
    • Not Promoted: The record only exists in the application because the same is not yet promoted to the accounting system. To promote, in the Task Pane, click Promote.
    • Changes Pending: Some changes exist that are required be promoted to the accounting system. To promote, click Promote in the Task Pane.
    • Promoted: Pending changes does not exist since the last promotion. No action is required.
    • Awaiting Acknowledgment: The record is not yet promoted to the accounting system. To promote, click Promote in the Task Pane.
    • Out of Sync: An error occurred during the last sync cycle. Go to the Sync History tab for more information. See Sync History tab
    • Delete Request Rejected: The record could not be deleted because the accounting system denied the delete request.
    • In Sync: Pending changes do not exist since the last promotion. No action is required.
    • Published by CRM - The record has been promoted. Application is the System of Record. See What is system of record?
    Accounting Entity Company or accounting entity as defined by the integrated application.
    ERP Status The status within the integrated back office system.
    Customer Type A description of the customer type. Click the drop-down arrow and select from the list. The available options are specific to your implementation.
    Payment Method The method of payment for the sales order. Click the drop-down arrow and select from the list.
    Tax ID The government provided tax identification number for the business or individual. For example, Social Security Number, FIIN, or EIN.
    Complete Orders Only If selected, shipments can only be sent when the entire order is ready to be shipped.
    Variation ID A sequence number defined by the integrated application to ensure outdated content never overwrites updated content in the subscriber application.
    Default Warehouse Click Find to find the warehouse location that ships the quoted product or products. Auto pricing is determined by the default warehouse.
    Internal Customer Indicates that the customer is part of the company, not an external customer.
    Notes Displays notes from the associated ERP system from most recent to oldest. These notes cannot be modified.

    Additional information is available if your implementation includes a Back Office Extension. This information is for display only and must be added or modified in the integrated application. For specific questions please refer to the documentation for the integrated application or contact your administrator. See Back Office

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