Infor CRM SLX used as system of record

Enabling Infor CRM SLX as the system of record, modifies functionality in the Infor CRM SLX Web Client. See Back Office

  • For Opportunities, Infor CRM SLX sends updated information back to the ERP system. Prior to enabling System of Record, Infor CRM SLX can only receive information from the ERP system.
  • The Promote task available on the Opportunity, Quote and Sales Order detail views are modified to accommodate promotion based on which application is set as the system of record (ERP or Infor CRM). See Promote to back office
  • The Lookup option can be used in these ways to filter products:
    • Product Lookups accessed from Opportunity Product, Sales Order Product, and Quote Product include the ERP Logical ID as one of the search criteria. See Understanding the ERP Logical ID Lookup option
    • Products can now be searched by product name. Results are no longer filtered and restricted to the Back Office associated to the Opportunity, Sales Order or Quote.
    • The Search Results window includes the ERP Logical ID column.
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