Accounting Entities related section

The Accounting Entities related section displays the active Accounting Entities linked to the selected entity.

You can access this section from the details page of these entities:

  • Account
  • Contact
  • Bill To
  • Ship To
  • Pay From
Note: This section is displayed only if the Master Data Consolidation functionality is enabled.

To access this section, click the Accounting Entities related section on the Back Office Detail page.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data related to the Accounting Entities linked to the selected entity.

For each record, you can:

  • View the accounting entities details.
  • Use the Default option to set a record as the default Accounting Entity.