Accounting Entities tab (back office extension)

Use the Account Entities tab to view and manage the Back Office Extension accounting entities that synchronize with application. See Back Office

To view the Accounting Entities tab, you can click the Accounting Entities tab on the Back Office detail view. See Using the BOD mappings detail view

On this page, you can:

• Modify an account system in the grid:
  1. Click the grid to select the record to be modified.
  2. Modify one or more of these fields:

     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 must correspond to the quote or sales order location for the specified accounting entity.

  3. Click Save.
• Modify an account system:
  1. Click the Edit link for the record to be modified.
  2. Follow these steps for modifying an accounting entity. See Adding an accounting entity (back office extension)
  3. Click OK.
• Add an accounting entity:
  1. Click Insert New Accounting Entity icon.
  2. Follow these steps for adding an accounting entity. See Adding an accounting entity (back office extension)
• Select the record to be removed and click Delete.