Configure external auxiliary accounts

Audience: Administrators

To manage the master data for procurement flows, find, create, and edit external auxiliary accounts.

Find external auxiliary accounts

To find an external auxiliary account:

1. Navigate to Configuration > Inventory > Inventory Management > External Auxiliar Accounts.

2. At the top right, click the Filters button.

3. In the Filter panel, enter desired parameters:

   • Code: Enter the unique code.

   • Movement type: Enter the type of movement.

   • Cost account: Enter the cost of the account.

   • Active: Check to indicate it is active.

4. Click Search.

Create new external auxiliary accounts

To make an account:

1. In the External auxiliar accounts page, click the + New button.

2. In the External auxiliar account window, add information:

   • Code: Enter a unique alphanumeric identifier.

   • Description: Enter the account description. 

     • Note: To provide translations in all supported languages, click the Globe icon next to the field.

   • Movement type: Select the appropriate movement type.

   • Cost account: Enter the cost of the account.

3. If needed, choose:

   • Active: Switch between active and inactive status.

   • Order: Define what type of order it is.

4. Click Save.

Edit external auxiliary accounts

To update the account details:

1. In the External auxiliar accounts table, select a record.

2. In the External auxiliar account window, edit:

   • Code.

   • Description.

   • Movement type.

   • Cost account.

   • Active.

   • Order.

3. Click Save.