Adding an accounting entity (back office extension)

An accounting entity is a back office extension that synchronizes with Infor CRM SLX. See Back Office

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

To add an accounting entity:

  1. Access the appropriate Back Office detail view, click Accounting Entities tab, and click Insert New Accounting Entity to add a new accounting entity.
  2. Specify this information:
    Accounting Entity Name
    The name of the accounting entity in the integrated application.
    Accounting Entity ID
    The identification number of the accounting entity in the integrated application.
    Default Customer ID
    The External ID of the ERP customer record to use for pricing information for opportunities, quotes, and sales orders of unpromoted accounts.
    Location
    The default location value to use when promoting new quotes or sales orders to the back office. This value is required for Quotes or Sales Order transactions when bi-direction support is enabled.
    Note: The location must correspond to the quote or sales order location for the specified accounting entity.
  3. Click OK.
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