Select or Create Account

(Accounting Integration Only) The Select or Create Account screen displays the customer(s) in the accounting system that are a potential match for the account you are linking in Infor CRM. You can choose an existing customer to link, create a new customer record, or refine your search criteria and search again.

To select

Open the Link to Accounting wizard and proceed through the previous screen.

On the Select or Create Account screen, select one of the following options:

Box	Description/Action	Next Step
Link [account name] to	Displays any customer accounts in the accounting system that are a potential match for the account you are linking. Select this option and the customer account you want to link to. If the information in the account and customer records do not match exactly, you must merge the data.	Merge data
Create a new Customer account for [account name]	Select this option to use the Infor CRM account record to create a customer record in the accounting system.	A new customer account is created in the accounting system. Click Close to close the dialog box.
Refine or expand search for an existing account	Select this option if you cannot find an existing customer record in the accounting system and you want to change your search criteria and search again. This option is only available if the accounting system has implemented filtering.	Search for Matches

Box

Description/Action

Next Step

Link [account name] to

Displays any customer accounts in the accounting system that are a potential match for the account you are linking. Select this option and the customer account you want to link to. If the information in the account and customer records do not match exactly, you must merge the data.

Merge data

Create a new Customer account for [account name]

Select this option to use the Infor CRM account record to create a customer record in the accounting system.

A new customer account is created in the accounting system.

Click Close to close the dialog box.

Refine or expand search for an existing account

Select this option if you cannot find an existing customer record in the accounting system and you want to change your search criteria and search again.

This option is only available if the accounting system has implemented filtering.

Search for Matches

Click Next to go to the next step.