Synchronization status overview

The synchronization status for a sales order is enabled when the order is promoted to ERP. The status automatically changes to Insync and an ExternalID is displayed against the order. Thus, the Order Status is set automatically to Approved.
Note: The synchronization status is set to:
  • Not Published if the sales order is not promoted to the ERP.
  • Out of Sync if the sales order is failed to transfer to ERP.

These are the following synchronization status:

  • Not Promoted / Not Published
    • The record only exists in Infor CRM as the record is not yet been promoted to ERP.
    • Orders created from mobile and synchronized to web but not promoted, are set to Not Published.
  • Changes Pending
    • The changes that are required to be promoted to ERP.
    • Displayed when changes are made to related items.
  • Promoted/Published
    • Displayed after promoting the order.
    • No pending changes since the last promotion.
  • Awaiting Acknowledgement
    • Displayed when waiting for Acknowledge BOD from ERP, order can be rejected (has an error) or accepted.
  • Out of Sync
    • An error occurred during the last synchronization cycle. The Sync History tab displays the required information.
    • Order is rejected.
  • In Sync
    • Order is accepted and successfully synchronized with the ERP.
  • Delete Request Rejected
    • The record cannot be deleted as the ERP rejects the delete request.
  • Published by CRM
    • The record has been promoted. Infor CRM is the System of Record; applicable to entities or records wherein CRM can publish Sync BOD.