Using Contact Accounting details

You can access the Accounting details from the Account details page. Specific information about the contact and back office is displayed. You can modify some information by selecting from a list of available items.

Note: The workspace can be different based on the access rights provided to you or if the installation has been customized.

To view or modify the Accounting details:

Select Accounting from the menu on the Contact details page of the contact you are required to change.
Click Promote on the detail view toolbar if the Sync Status is Changes Pending, and you are required to promote the changes to the back office application.
Review this information:
Back Office

The associated integrated back office application.

Accounting Entity

Company or accounting entity as defined by the integrated application.

Sync Status
The status of synchronization with the integrated application. Possible values:
- Not Promoted: The record only exists in Infor CRMas this has not yet been promoted to the accounting system. To promote, on the Detail toolbar, click Promote.
- Changes Pending: The changes that are required to be promoted to the accounting system. To promote, on the Detail toolbar, click Promote.
- Promoted: No pending changes after the last promotion. No action is required.
- Awaiting Acknowledgment: The record has not yet been promoted to the accounting system. To promote, on the Detail toolbar, click Promote.
- Out of Sync: An error occurred during the last synchronization cycle. Access the Sync History tab for more information.
- Delete Request Rejected: The 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.
Notes

The notes from the associated ERP system. These notes cannot be modified.

Contact ID

A unique identifier defined by the integrated application.

Variation ID

A sequence number defined by the integrated application to ensure outdated content does not overwrite the updated content in the subscriber application.
Note: Additional information can be available if the implementation includes a Back Office Extension. You can only view this information. To add or edit or edit the data, you must access the integrated application. For specific questions refer to the documentation for the integrated application or contact the administrator.
Click Submit.