Working with Bill To

Use the Bill To details page view to view information for a selected entity.

  1. Click Accounts on the navigation pane to view the Accounts list page.
  2. Click Bill to name on the Accounts list page to view and modify Bill to details . The Bill To details page is displayed.
  3. Click View More to view this information:
    Name
    The name of the financial account that is being used to pay this bill.
    Main Phone
    The primary phone number of the primary contact for the Bill To.
    Fax
    The fax number of the primary contact for the Bill To.
    Email
    The email address of the primary contact for the Bill To.
    Sic Code
    The Standard Industrial Classification code of the account.
    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. Possible values are:
    • Not Promoted: The record only exists in Infor CRM as the record has not yet been promoted to the accounting system.
    • Changes Pending: The changes which are required to be promoted to the accounting system.
    • Promoted: No pending changes the last promotion. No action is required.
    • Awaiting Acknowledgment: The record is not promoted to the accounting system.
    • Out of Sync: An error occurred during the last synchronization cycle. Go to Sync History for details.
    • Delete Request Rejected: The record is not deleted because the accounting system denied the delete request.
    • In Sync: No pending changes from the last promotion. No action is required.
    • Published by CRM: The record is promoted. Infor CRM is the System of Record.
    Address
    The address of the party identified as the party responsible for paying the bill.
    Note: This field can be modified.
    Status
    The status of the record. For example, Open, Closed, Deleted or Pending.
    Customer Type
    The customer type. For example, Customer, Partner, Prospect or Seller.
    Payment Terms
    The payment condition or conditions that must be met.
    Payment Method
    The method of payment for the bill.
    Incoterms
    International Commercial (INCO) Terms are a series of pre-defined commercial terms used in International commercial transactions or procurement processes.
    Logical ID
    The logical ID is generated when configuring connection information for Infor CRM 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.
    Notes
    The additional information about the Bill To.
    Note: This field can be modified.
  4. Click Save.

    This information cannot be modified and must be added or edited in the integrated application. For specific questions, refer to the documentation for the integrated application or contact the administrator.

    Note: The workspace can be different based on the access rights provided to you or the customization.

    On this page you can access functions from the Detail View Toolbar.

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