Configuring Back Office Extension Integration

You must complete these tasks to configure the Back Office Extension integration.

Note:  This section assumes that Infor ION and a supported ERP system are already installed and configured according to the documentation delivered with those products. Also see the Infor CRM Implementation Guide for information about configuring Back Office Extension with Infor CRM SLX.

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

To configure:

  1. Run theSLXConversionUtility.exe.
    Note: This must be done only once to support all integrations.
  2. Sign in as the administrator.
  3. Select Back Office Extension in the Integrations list view. See Using the Integrations list view
  4. Verify that the Enabled check box is selected.
    Note: To turn off synchronization, clear the Enabled check box.
  5. Click Save.
  6. Click the Options tab and perform these steps:
    1. Select the Tenant row, click the Value column. Specify the Tenant name that is defined when configuring the ERP connection in ION Desk.
    2. Select the Logical ID row, click the Value column. Specify the Logical ID for Infor CRM SLX. The Logical ID is generated when configuring connection information for Infor CRM SLX in ION Desk.
    3. Infor CRM SLX recommends leaving the remaining items as the default values, but the items can be edited:
      Success Message Expiration
      The number of minutes after which success messages are purged from the log. The default setting is 4320. A value of -1 means that success messages are never purged from the log.
      Error Message Expiration
      The number of minutes after which error messages are purged from the log. The default setting is -1 which means that error messages are never purged from the log.
      Local CRM Pricing Quote
      Use this field to enable or disable the local CRM pricing for quotes. The default Value is False.
      Local CRM Pricing Opportunity
      Use this field to enable or disable the local CRM pricing for opportunities. The default value is set to True.
      Local CRM Pricing Sales Order
      Use this field to enable or disable the local CRM pricing for sales orders. The default value is set to False.
      Log Success Messages

      The default value is True, which means the log includes successful transactions. To exclude successful transactions from the log, click the Value column and specify False. Setting this option to False reduces the items that display in each record Sync History tab.

      Inbound Process List Size
      The number of BODs to be processed by a single job service thread. The default value is 10.
      Inbox Message Fetch Size
      The maximum number of BODs processed at any given time. The default value is 1000.
      Out of Sequence Message Expiration
      Defines the length of time missing relationship information is stored in a log file. When BODs arrive out of sequence and have missing dependent data, the system stores the missing relationships in a log. The default value is 24 hours.
      Acknowledge Message Timeout (in minutes)
      Defines the maximum delay Infor CRM SLX for the back office to respond to the Process BOD request with the Acknowledge response. The default value is 10.
      Outbound Retry Count
      The maximum number of times an outbound record is sent unsuccessfully. The default value is 3.
      Associate Roles to Unsynced Account
      Restricts the generation of new ship to or bill to records until after the associated account is successfully promoted. The default value is False. When set to True, ship to or bill to records can be created for an account that has not yet been promoted.
      Inbound Poling Interval (in seconds)
      The duration in seconds between execution of inbound sync jobs. The duration is defined as the time period from the completion of one inbound sync job to the start of the next inbound sync job. The default value is 15.
      Outbound Poling Interval (in seconds)
      The duration in seconds between execution of outbound sync jobs. The duration is defined as the time period from the completion of one outbound sync job to the start of the next outbound sync job. The default value is 15.
      Default Quote Duration (in days)
      The default number of days between the start date and expiration date when creating a quote, if the expiration date is left blank.
      Numeric Culture
      Defines the Culture setting used by the Job Server when parsing numeric content contained in BODs. Although this field is editable, do not edit the default setting (en-US) unless instructed to do so by Infor CRM SLX Support Personnel.
    4. Click Save.
  7. Click the Outbound Message Settings tab and perform these tasks:
    1. Select the row to edit, and click the Entity or Parent column and specify the changes.
    2. Infor CRM SLX recommends leaving the remaining items as the default custom setting values, but the items can edited:
      Contact
      Contact reference defined by the integrated back office application.
      Account
      Customer reference defined by the integrated back office application.
      ERPBill To
      Bill To reference defined by the integrated back office application.
      ERPPay From
      Pay From reference defined by the integrated back office application.
      Address
      Address reference defined by the integrated back office application.
      ERPTrading Account
      Account reference defined by the integrated back office application.
      ERPBillTo Contact
      Contact reference defined by the integrated back office application. This a many-to-many relationship between Bill To and Contact.
      ERPBillTo Account
      Account reference defined by the integrated back office application. This a many-to-many relationship between Bill To and Account.
      ERPContact Account
      Contact relationship defined by the integrated back office application.
      Sales Order
      Sales order reference defined by the integrated back office application.
      Quote
      Quote reference defined by the integrated back office application.
      ERPShipTo Account
      Customer reference defined by the integrated back office application. This a many-to-many relationship between Ship To and Account.
      ERPShipToContact
      Customer reference defined by the integrated back office application. This a many-to-many relationship between Ship To and Contact.
      ERPBillTo ShipTo
      Customer reference defined by the integrated back office application. This a many-to-many relationship between Bill To and Ship To.
      ERPPayFrom BillTo
      Billing address defined by the integrated back office application. This a many-to-many relationship between Pay From and Bill To.
      ERPPayFrom Contact
      Contact relationship defined by the integrated back office application. This a many-to-many relationship between Pay From and Contact.
      Quote Item
      Quote item defined by the integrated back office application.
      Quote Address
      Quote address defined by the integrated back office application.
      SalesOrder Item
      Sales order item defined by the integrated back office application.
    3. Click Save.
  8. Select the desired back office link in the Back Offices tab, and use the Back Office detail view to:
    Note:  If the desired back office does not exist, you must add a new back office first. See Adding a back office.
    1. Configure the back office information fields. See Using the Back Office detail view.
    2. Use the Accounting Entities tab to add a new accounting entity. See Adding an accounting entity (back office extension).
  9. (Optional) Use the ION BOD Mapping detail view to:
    Note:  If the desired ION BOD mapping does not exist, you must add a new ION BOD mapping first. See Adding a BOD mapping (back office extension).
    1. Edit an existing ION BOD mapping. See Using the BOD mappings detail view.
    2. Add a BOD field mapping. See Defining a BOD field mapping.
    3. Edit a BOD field mapping. See BOD Mappings tab.
  10. Grant the appropriate access.
    1. Add the users to the Integration role to give individual users access these administrative integration views:
      • Back Office
      • ION BOD Mappings
      • ION Field Mappings
      • ERP Persons
    2. Add the users to the BackOffice role to give individual users access to these non-administrative integration views:
      • Invoices
      • Receivables
      • Shipments
      • Bill To
      • Ship To
      • Pay From
      • ERP Persons (View)
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