Back Office Extension Integration Maintenance Options tab

The Options tab is displayed when the Back Office Extension integration is selected on the Integration Maintenance page. The options on this tab are displayed based on the selected integration. These options determine what and how the information is synchronized between the Back Office and Infor CRM

  1. Click an option in the Value column.

    The Data Type column identifies the type of information to be specified in the Value field. For example, for a True or False data type, True or False is a valid value

  2. Modify this information:
    Local CRM Pricing Quote
    Specify True to enable local CRM pricing, specify False to enable host web service based pricing if available and configured. (Set to False by default)
    Local CRM Pricing Sales Order
    Specify True to enable local CRM pricing, specify False to enable host web service based pricing if available and configured. (Set to False by default)
    Local CRM Pricing Opportunity
    Specify True to enable local CRM pricing, Specify False to enable host web service based pricing if available and configured. (Set to True by default)
    Tenant
    This is a Back Office Extension option. Specify the Tenant name that was defined when configuring the ERP Connection in Infor ION Desk.
    Logical ID
    This is a Back Office Extension option. Specify the Logical ID for Infor CRM that was generated when you configured connection information in Infor ION Desk
    Success Message Expiration (in minutes)
    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 (in minutes)

    The number of minutes after which error messages are purged from the log. The error messages are never purged from the log when the default setting is -1.

    Log Success messages
    The log includes successful transactions when the default value is True. To exclude successful transactions from the log, click in the Value column and specify False.
    Default Quote Duration (in days)
    Specify the default number of days for a quote to remain valid if an expiration date is not set manually. When the expiration date on a newly-created quote is left blank, this number is automatically added to the quote start date to arrive at the quote expiration date.
    Normalize Base Currency Values
    If this option is set to True, inbound BOD handling uses CRM based exchange rates to normalize base currency values published by the host system in a currency other than the Infor CRM base currency.
    Master Data Consolidation
    If this option is set to True, the Optional Master Data Consolidation logic is enabled. It combines content published in multiple Accounting Entities referencing a common ERP Customer ID or Contact ID into consolidated Accounts or Contacts referencing transactions in any of the active Accounting Entities. (Typically used by ERP-M3, ERP-LX, ERP-Visual or other ERP integration supporting transactions from multiple Accounting Entities based on a common Customer ID.)
    Name Parser Template
    Specify the anticipated content format for contact names provided in a single text property or BOD element. Supported values are: {Prefix} {FirstName} {MiddleName} {LastName} {Suffix}. The order of the values can be rearranged or removed according to your business requirement. The order of the values is also used by the CSF and M3 BOD packs to consume the generic contact name content published in a single BOD element.
  3. Click Save.
Related topics