Promotion to a back office
Promoting a record to a back office creates:
- A corresponding record in the Back Office application.
- A link between the records in Infor CRM and the host system.
Integrated record types can be configured for manual or automatic promotion to the host system. By default, Accounts are set to manual promotion of new accounts and automatic promotion of updates once the account has been successfully promoted.
Accounts created in Infor CRM remain un-promoted in Infor CRM until manually promoted by an Infor CRM user. After the initial account promotion, related contacts are automatically promoted. However, the quotes and sales orders linked to the account are configured for manual promotion.
Manual promotion requires the Infor CRM user to select the host Back Office and the corresponding accounting entity.
Bi-directional synchronization
If records are set to synchronize in both directions and the data is created for an account in Infor CRM, the account must be manually promoted to initiate the synchronization of the data with the host system.
If the data is created in the Back Office integrated application and records are set to synchronize in both directions, the data can be modified in Infor CRM. When the changes are saved in Infor CRM, the Back Office integrated application is updated. For more information, see the Infor CRM BOE Customization Guide.
You must manually promote a record when:
- You create an account in Infor CRM that needs to be available in the Back Office application.
- A promoted account has quotes or sales orders linked that must be available in the Back Office application.
- The implementation requires that changes made to promoted accounts, opportunities, sales orders, quotes, and any related entities, such as contact, bill to, ship to, or pay from, must be promoted.
- On the details page, click the Accounting menu item and view the Sync Status. If the Sync Status is Changes Pending, you must promote the changes to the Back Office application.