Using the BOD Pack details

  1. Select Master Explorer > System Administration > Back Offices > Back Office Extension > Back Offices tab.
    Note: 
    • The system administrator and users with the appropriate role can access these features.
    • This is applicable only for Infor CRM Back Office Extension.
  2. Click the BOD pack name. The BOD pack details page is displayed.
  3. Specify this information:
    Name
    A unique name for the BOD pack.
    Logical ID
    A unique key generated for the Back Office. The Logical ID value is defined by the ION Desk connection point definition.
    Default Account
    The account that is associated with contacts synchronized from the BOD Pack without associated account information. You must use the default account defined by the BOD Pack.
    Account Manager
    The user or team within the organization to manage the account relationship of new accounts created in Infor CRM.
    Language Code
    The language code used to configure Inbound BOD processing and capture data from BOD elements in a language other than the default language code. This value must match the Language ID attribute published by the host system. The default value is en-US.
    Country Code Format
    Indicates if the integrated application publishes two or three character ISO Country Codes. Possible values:
    • Alternate: Optional alternate country code defined by the Country CodeMapping.AlternateCode property.
    • ISO: Standard two character country code.
    Integration Name
    The name of the integration.
    Default Record Owner
    The owner who is assigned to all processed BODs that do not have an assigned owner.
    Sales Person Role
    The user role to which the ownership of the processed BOD is assigned. The user assigned this role must match with the user in the integrated application with that role. If a role is not selected, or a BOD does not have a sales person with that role assigned, the Default Record Owner is assigned.
    Active
    Select this check box to initiate the synchronization for the BOD mapping.
  4. 4. Click Save.
    On this page you can:
    • Add or edit BOD mappings
    • Add or edit Price Services
    • Add, edit, or delete Accounting Entities