NextGen FSM
2026 Wave Two 2026 Wave Three 2026 Wave One
NextGen FSM
2026 Wave Two 2026 Wave Three 2026 Wave One
Breadcrumbs

Configure material reservation with ERP systems

External Auxiliary Account

The External Auxiliary Account page allows administrators to manage the master data for procurement flows.

External Auxiliary Account List

This is the landing page where all existing accounts are displayed in a central grid.

Search Result Table

The table provides a high-level view of all accounts with the following columns:

  • ID: System-generated unique identifier.

  • Code: The unique alphanumeric code for the account.

  • Description: Multilingual description of the account.

  • Active: Status indicator (Active/Inactive).

  • Movement Type: The linked movement type for inventory operations.

Grid Operations

  • Rearrange columns icon: Allows users to show/hide or reorder columns in the grid.

  • Edit/View: Clicking on a specific row provides access to Edit (to modify the record) or View.

Filter Panel

The filter panel is hidden by default to maximize workspace. To access it, click the Filter button located at the top right of the grid.

Once opened, the side panel allows you to refine the list using the following criteria:

  • ID: Search for a specific record number.

  • Code: Filter by the account’s unique code.

  • Active: A checkbox to filter by status (Yes for active, No for inactive).

  • Movement Type: A searchable dropdown to filter accounts by their assigned movement category.

Note: Use the "Search" button at the bottom of the panel to apply the filters or "Reset" to clear all criteria and return to the full list.

New Account / Edit Panel

Selecting the "+ New" button or Selecting an existent record opens a side drawer in the center of the screen. This panel allows you to define or update the account details.

Field Descriptions

  • Code: (Mandatory) Enter a unique alphanumeric identifier.

  • Active: (Toggle - Mandatory) Switch between active and inactive status.

  • Description: (Mandatory) Enter the account description. Click the Globe icon next to the field to provide translations in all supported languages.

  • Movement Type: (Mandatory) Select the appropriate movement type from the dropdown list.

Saving and Cancelling

  • Save: Validates the data and inserts/updates the record. The system will notify you if the Code is already in use or if mandatory fields are missing.

  • Cancel: Closes the panel and discards any unsaved changes.

External Cost Account

The External Cost Account page allows administrators to manage the master data for Cost Attribution.

External Cost Account List

This is the landing page where all existing cost accounts are displayed in a central grid.

Search Result Table

The table provides a high-level view of all accounts with the following columns:

  • ID: System-generated unique identifier.

  • Code: The unique alphanumeric code for the cost account.

  • Movement Type: The linked movement type for inventory operations (Reference to External Movement Type).

  • Active: Status indicator (Active/Inactive).

  • Description: Multilingual description of the account.

Grid Operations

  • Rearrange columns icon: Allows users to show/hide or reorder columns in the grid.

  • Edit/View: Clicking on a specific row provides access to Edit (to modify the record) or View.

Filter Panel

The filter panel is hidden by default to maximize workspace. To access it, click the Filter button located at the top right of the grid.

Once opened, the side panel allows you to refine the list using the following criteria:

  • Code: Filter by the account’s unique code.

  • Description: Search for specific text within the description field.

  • Movement Type: A searchable dropdown to filter accounts by their assigned movement category.

  • Active: A checkbox to filter by status (Yes for active, No for inactive).

Note: Use the "Search" button at the bottom of the panel to apply the filters or "Reset" to clear all criteria and return to the full list.

 

New Account / Edit Panel

Selecting the "+ New" button or Selecting an existent record opens a side drawer in the center of the screen. This panel allows you to define or update the cost account details.

Field Descriptions

  • ID: (Read-only) System-assigned mandatory identifier.

  • Code: (Mandatory) Enter a unique alphanumeric identifier.

  • Movement Type: (Mandatory) Select the appropriate movement type from the dropdown list (linked to the External Movement Type entity).

  • Active: (Mandatory/Toggle) Switch between active and inactive status.

  • Description: (Mandatory) Enter the account name. Click the Globe icon next to the field to provide translations in all supported languages.

Saving and Cancelling

  • Save: Validates the data and persists the record. Any validation errors will prevent saving and display a clear message.

  • Cancel: Closes the panel and discards any pending changes, returning the user to the list view without losing context.

External Cost Type

The External Cost Type page allows administrators to manage the master data of cost types.

External Cost Type List

This is the page where all existing cost types are displayed in a central grid.

Search Result Table

The table provides a high-level view of all cost attributions with the following columns:

  • ID: System-generated unique identifier.

  • Code: The unique alphanumeric code for the cost type.

  • Movement Type: The linked movement type (Reference to External Movement Type).

  • Active: Status indicator (Active/Inactive).

  • Description: Multilingual description of the cost attribution.

Grid Operations

  • Rearrange columns icon: Allows users to show/hide or reorder columns in the grid.

  • Edit/View: Clicking on a specific row provides access to Edit (to modify the record) or View.

Filter Panel

The filter panel is hidden by default to maximize workspace. To access it, Select the Filter button located at the top right of the grid.

Once opened, the side panel allows you to refine the list using the following criteria:

  • Code: Filter by the unique code.

  • Description: Search for specific text within the description.

  • Movement Type: A searchable dropdown to filter by the assigned movement type.

  • Active: A checkbox to filter by status (Yes for active, No for inactive).

Note: Select the "Search" button at the bottom of the panel to apply the filters or "Reset" to clear all criteria and return to the full list.

New Cost Type / Edit Panel

Selecting the "+ New" button or Selecting an existent record opens a side drawer in the center of the screen. This panel allows you to define or update the cost type details.

Field Descriptions

  • ID: (Read-only) System-assigned mandatory identifier.

  • Code: (Mandatory) Enter a unique alphanumeric identifier.

  • Movement Type: (Mandatory) Select the appropriate movement type from the dropdown list.

  • Active: (Mandatory/Toggle) Switch between active and inactive status.

  • Description: (Mandatory) Enter the description. Select the Globe icon next to the field to provide translations in all supported languages.

Saving and Cancelling

  • Save: Selecting this button validates the data and persists the record. Any validation errors will prevent saving and display a clear message.

  • Cancel: Selecting this command closes the panel and discards any pending changes, returning the user to the list view without losing context.

Movement Type

The Movement Type page allows administrators to define and manage the internal logic for inventory transactions.

Movement Type List

This is the central repository where all movement definitions are managed. The grid provides a clear overview of the rules governing stock changes.

Search Result Table

The table displays the following columns for quick identification:

  • ID: System-generated unique identifier.

  • Code: The unique alphanumeric code representing the movement (e.g., 101, 201).

  • Description: Multilingual name or label of the movement type.

  • Active: Status indicator (Active/Inactive).

  • External Movement Class: Indicates whether the cost is charged to a cost center or a project (e.g. WBS element)

  • External System: Specifies the external system to which this movement applies

Grid Operations

  • Rearrange columns icon: Allows users to show/hide or reorder columns in the grid to customize their view.

  • Edit/View: Clicking on a specific row provides access to Edit (to modify the record) or View.

Filter Panel

The filter panel is hidden by default to maximize your workspace. To refine the list, click the Filter button located at the top right of the grid.

Once opened, the side panel allows you to filter by:

  • ID: Search for a specific record number.

  • Code: Filter by the unique movement code.

  • Active: A toggle/checkbox to filter by status (Yes for active, No for inactive).

  • Description: Filter by the movement description.

  • External Movement Class: a dropdown menu with the list of classes.

  • External System: a dropdown menu with the list of external systems.

Note: Remember to click the "Search" button at the bottom of the panel to apply your criteria or "Reset" to clear all filters.

New Movement Type / Edit Panel

Selecting the "+ New" button or Selecting an existent record opens a side drawer in the center of the screen. This allows you to configure the movement.

Field Descriptions

  • Code: (Mandatory) Enter a unique alphanumeric identifier.

  • Active: (checkbox mandatory) Switch between active and inactive status.

  • Description: (Mandatory) Enter the movement name. Click the Globe icon next to the field to manage translations for all supported languages.

  • External Movement Class: (mandatory dropdown menu) Enter whether the cost is charged to a cost center or a project (e.g. WBS Element).

  • External System: (mandatory dropdown menu) Enter the external system to which this movement applies

Saving and Cancelling

  • Save: Validates the entries and updates the system. An error message will appear if the Code is duplicated.

  • Cancel: Closes the side panel.

External Logistic Centers - Master Data Management

The External Logistic Center Type page allows administrators to define and manage the internal logic for inventory transactions.

External Logistic Center List

This is the central repository where all movement definitions are managed. The grid provides a clear overview of the different logistic centers.

Search Result Table

The table displays the following columns for quick identification:

  • ID: System-generated unique identifier.

  • Code: The unique alphanumeric code representing the movement (e.g., 1001).

  • Description: Multilingual name or label of the movement type.

  • Active: Status indicator (Active/Inactive).

Grid Operations

  • Rearrange columns icon: Allows users to show/hide or reorder columns in the grid to customize their view.

  • Edit/View: Clicking on a specific row provides access to Edit (to modify the record) or View.

Filter Panel

The filter panel is hidden by default to maximize your workspace. To refine the list, click the Filter button located at the top right of the grid.

Once opened, the side panel allows you to filter by:

  • ID: Search for a specific record number.

  • Code: Filter by the unique movement code.

  • Active: A toggle/checkbox to filter by status (Yes for active, No for inactive).

  • Description: Filter by the movement description.

Note: Remember to click the "Search" button at the bottom of the panel to apply your criteria or "Reset" to clear all filters.

New Movement Type / Edit Panel

Selecting the "+ New" button or Selecting an existent record opens a side drawer in the center of the screen. This allows you to configure the logistic center.

Field Descriptions

  • Code: (Mandatory) Enter a unique alphanumeric identifier.

  • Active: (checkbox mandatory) Switch between active and inactive status.

  • Description: (Mandatory) Enter the movement name. Click the Globe icon next to the field to manage translations for all supported languages.

Saving and Cancelling

  • Save: Validates the entries and updates the system. An error message will appear if the Code is duplicated.

  • Cancel: Closes the side panel.

External Warehouse - Master Data Management

The External Warehouse page allows administrators to define and manage the internal logic for inventory transactions.

External Warehouse List

This is the central repository where all external warehouses definitions are managed. The grid provides a clear overview of the different warehouses and its dependencies.

Search Result Table

The table displays the following columns for quick identification:

  • ID: System-generated unique identifier.

  • Code: The unique alphanumeric code representing the warehouse (e.g., 1001).

  • Description: Multilingual name or label of the movement type.

  • Active: Status indicator (Active/Inactive).

  • Logistic Center: The logistic center associated to this warehouse.

  • Movement Type: The movement type associated to this warehouse.

Grid Operations

  • Rearrange columns icon: Allows users to show/hide or reorder columns in the grid to customize their view.

  • Edit/View: Clicking on a specific row, on the three dots button, provides access to Edit (to modify the record) or View.

Filter Panel

The filter panel is hidden by default to maximize your workspace. To refine the list, click the Filter button located at the top right of the grid.

Once opened, the side panel allows you to filter by:

  • ID: Search for a specific record number.

  • Code: Filter by the unique movement code.

  • Active: A toggle/checkbox to filter by status (Yes for active, No for inactive).

  • Description: Filter by the movement description.

  • Movement Type: a dropdown menu with the list of movements.

  • Logistic Center: a dropdown menu with the list of logistic centers.

Note: Remember to click the "Search" button at the bottom of the panel to apply your criteria or "Reset" to clear all filters.

New Movement Type / Edit Panel

Selecting the "+ New" button or Selecting an existent record opens a side drawer in the center of the screen. This allows you to configure the warehouse.

Field Descriptions

  • Code: (Mandatory) Enter a unique alphanumeric identifier.

  • Active: (checkbox mandatory) Switch between active and inactive status.

  • Description: (Mandatory) Enter the movement name. Click the Globe icon next to the field to manage translations for all supported languages.

  • Logistic Center: (mandatory dropdown menu) Enter the logistic center associated to this warehouse.

  • Movement Type: (mandatory dropdown menu) Enter the movement type associated to this warehouse.

Saving and Cancelling

  • Save: Validates the entries and updates the system. An error message will appear if the Code is duplicated.

  • Cancel: Closes the side panel.