Configuring Infor CRM SLX as your system of record

By default, the System of Record feature is disabled. To enable the application as your system of record, a user with Administrative privileges must complete the tasks listed in this topic. See Back Office

To enable System of Record for the application:

Set the Tenant and the application logical ID: On the Integrations list view, click Back Office Extension, and click the Options tab. The is the application logical ID for Process BODs published by the application. These fields use the same values as those used in the ION Connection point defined for the application. If you do not have these values, contact your ION Administrator.
Set the system of record Back Office Logical ID: On the Integration list view, click Back Office Extension, and click the Back Office tab, in the grid, scroll down and select Infor CRM SOR. In the Back Office Logical ID field, specify the same Logical ID value used in Step 1.
Select the Active check box with Infor CRM SOR selected on the Back Office Extension Back Office tab.
Set or modify the user permissions if required. The following tasks can be hidden by removing the corresponding secured action from the user profile.
- To enable Refresh Pricing you must add them to the appropriate role. See Enabling refresh pricing
- To restrict access to any tasks, you must remove the Actions tab from the Standard User role and any other appropriate roles. See Actions tab