SA Administrator Options - Integrations - CRM Integration Options field descriptions

CRM Addons

Freight
Select an addon to be designated as the Infor CRM addon for freight charges. This addon must be set up in SA Order Entry Addon Setup, and must match the Distributed Charge/Freight Reason Code you assign to freight charges in Infor CRM.
Configuring the Freight field allows you to accept freight charges in Distribution SX.e that are added to an order in Infor CRM. The addon you specify in the Freight field is matched to the distributed charge sent with a sales order from Infor CRM. When an order is received from Infor CRM in the SalesOrder BOD, the DistributedCharge element is compared to the value in the Freight field. If they match, the freight addon is added to the Addon 2 field when the order is created in Sales Order Entry-Taxes and Totals.
The distributed charges and Reason Code elements are also received from Infor CRM in the GetOrderDetail REST API call.

Contacts

Enable Do Not Contact Fields for CRM Integration
Select this option to enable the Do Not Solicit options in the Contacts context web application window.
When new contacts are created in the Contacts application, these Do Not Solicit options are selected by default:
  • Do Not Email
  • Do Not Call
  • Do Not Mail
  • Do Not Fax
These settings are used to notify your customer service reps or any users who use the Contacts application how to handle any solicitation to the customer or vendor. These settings apply to all phone numbers, email addresses, and mailing addresses set up for the contact. Use these options to ensure that your company adheres to consumer protection laws that may require that you gain permission from your customer before contacting them.
The settings for these fields are sent in the sxapiCAMContactMnt and sxapiCAMGetContactListV4 API calls. If you select the Enable Do Not Contact Fields for CRM Integration, these setting are also added to the ContactMaster BOD. If you are integration to a CRM application such as Infor CRM, make sure you synchronize the settings for these fields in both the CRM application and in the Contact application in Distribution SX.e. If Distribution SX.e is the system of record for contacts, any changes to these fields updates the fields in the CRM application. The Do Not Solicit fields are selected by default, therefore, you should update the contact records in the Contacts application for those contacts that do allow all or some contact methods before you synchronize data with your CRM application.