Working with Pay Froms

Use the Pay From details page to view the details of the selected record.

Note: 
  • This page can be accessed only if the Back Office integration is enabled.
  • The workspace can be different depending on the access rights or if the installation has been customized.
  1. Expand the Pay From related section on the Bill To details page.
  2. Click the Pay From name. The Pay From details page is displayed.
  3. Click View More to view this information:
    Name
    The name of the financial account used to pay the bill.
    Email
    The email of the primary contact for the pay from.
    Address
    The address for the party identified as the party, responsible for paying the bill.
    Status
    The status of the record. For example, Open, Closed, Delete, Pending or Hold.
    Customer Type
    The type of customer. For example, Customer, Partner, Prospect or Seller.
    Payment Terms
    The payment condition or conditions that must be met.
    Main Phone
    The primary phone number of the primary contact for the pay from.
    Tax Code
    The buyer’s tax code.
    External ID
    A unique identifier assigned by the integrated application.
    Accounting Entity ID
    The company or accounting entity as defined by the integrated application.
    Sync Status
    The status of synchronization with the integrated application. The possible values are:
    • Not Promoted

      The record only exists in Infor CRM because the record has not yet been promoted to the accounting system.

    • Changes Pending

      The changes that must be promoted to the accounting system.

    • Promoted

      No pending changes since the last promotion. No action is required.

    • Awaiting Acknowledgment

      The record has not yet been promoted to the accounting system.

    • Out of Sync

      An error occurred during the last sync cycle. Go to Sync History for more information.

    • Delete Request Rejected

      Record has not been deleted as the accounting system denied the delete request.

    • In Sync

      No pending changes since the last promotion. No action is required.

    • Published by CRM

      The record has been promoted. Infor CRM CE is the System of Record.

    Logical ID
    The Logical ID is generated, when configuring connection information for Infor CRM CE in ION Desk.
    Variation ID
    A sequence number defined by the integrated application to ensure outdated content never overwrites updated content in the subscriber application.
    Owner
    The owner of the account.
    Fax
    The fax number of the primary contact for the pay from.
    Notes
    The additional information related to the pay from.
  4. Expand or Collapse an entity related section to add, review or modify the data defined for the various entities linked to the Pay From.
    Note: You can only view this information. To add or modify the information, you must access the integrated application. For more information, refer to the documentation for the integrated application or contact the administrator.
  5. Use the options on the toolbar to perform the other actions.
  6. Click Save.
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