Clone a Back Office

You must clone the generic Back Office if you are implementing a host ERP system such as CSI. This requires a unique connection point, and consequently a unique back office, per site or accounting entity. Cloning a Back Office creates an additional customizable copy of the BOD Pack for the ERP appropriate for your integration.

Back Offices that are not configured must be disabled by the integrator.

Note: 
  • Only the system administrators and users with appropriate permission can access these features.
  • This is applicable only for Infor CRM Back Office Extension.
  1. Open Master Explorer > System Administration > Audit And Integration > Integrations > Back Office Extension > Back Offices tab.
  2. Click Clone next to the already existing BOD Pack for the ERP with which Infor CRM CE is being integrated. For example, CSI BOD Pack.
  3. Specify this information:
    Name
    The display name of the new back office. Specify a unique and descriptive name for the back office.
    Logical ID
    Specify the Logical ID for your host ERP system as defined in the ION Desk connection point logical ID property.
    Default Account
    The Default account is automatically populated from the BOD Pack. The default account is used as a temporary account for content referencing an account that is not yet defined in Infor CRM CE.
    Account Manager
    Click Search to find the user or team within your organization who manages the account relationship for new accounts created in Infor CRM based on the back office.
    Language Code
    Shows the language published by the ERP.
    Country Code Format
    Designates whether the integrated application is publishing 2 or 3 character ISO Country Codes.

    To edit, click the drop-down arrow and select from the list:

    • Alternate: Optional alternate country code defined by the Country Code Mapping Alternate Code property.
    • ISO: Standard 2-character country code.
    Integration name
    Read-only: Auto populates with Back Office Extension.
    Default Record Owner
    Click Search to find the user or team within your organization who owns new records published by this integrated host system.
    Note: Security and visibility of the data content is controlled by the record owner.
    Salesperson Role

    Ownership of new content generated by the integration can be assigned in Infor CRM based on the corresponding Salespersons’ Account Manager and Owner. The Salesperson Role selection is used to specify which Sales Person Reference BOD element must be used to select the corresponding CRM Salespersons record for the dynamic ownership logic.

    If a role is not selected, or a BOD does not have a sales person reference BOD element with that role assigned, the Back Office Default Record Owner and Account Manager is assigned.

    Click the menu and select a role from the list. The available options depend on the roles defined in the integrated application.

    Active
    Use this option to turn on or turn off synchronization for this back office.
  4. Click Save.