Viewing Sales Order ERP Details tab (back office extension)

The ERP Details tab in the Sales Order detail view displays information from the integrated back office application. For specific questions please refer to the documentation for the integrated application or contact the administrator. See Back Office

Note: You can view the ERP Details tab, only if the Local CRM Pricing Sales Order option is set to False, on the Options tab in the Back Office Extension detail view.

To view the ERP details:

  1. Click Sales on the Navigation Bar.
  2. Access the Sales Order detail view.
  3. Click the ERP Details tab.
  4. View or modify this information:
    Back Office
    The associated integrated back office application.
    Sync Status
    Status of synchronization to the integrated application.
    Variation ID
    A sequence number defined by the integrated application to ensure outdated content never overwrites updated content in the subscriber application.
    Accounting Entity
    Company or accounting entity as defined by the integrated application.
    Note: Displays notes from the associated ERP system. These notes cannot be edited.
    Order Location
    The site or office that generated the order. Click Find to find the appropriate location. This information may not be available.
    External ID
    A unique identifier assigned by the integrated application.
    ERP Status
    The status within the integrated back office system.
    Document Date
    A date stamp from the integrated application to identify when the information was last published.
    Last Modified
    The date on which the sales order was last modified in the integrated application.
    Notes
    Displays notes from the associated ERP system from most recent to oldest. These notes cannot be modified.
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