Editing an Accounting Entity (Back Office Extension)
To edit an accounting entity
- Click the Edit link next to the record you want to edit.
-
Edit one or more of the following:
- Accounting Entity Name
- The name of the accounting entity in the integrated application.
- Accounting Entity ID
- The identification number of the accounting entity in the integrated application.
- Location
- The default location value to
use when promoting new quotes or sales orders to the back office. This value is
required for Quotes or Sales Order transactions when bi-direction support is
enabled.
The location should correspond to the quote or sales order location for the specified accounting entity.
- Click OK.