Configure external cost accounts

Audience: Administrators

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

Find external cost accounts

To search for cost accounts:

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

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

3. In the Filter panel, enter desired parameters:

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

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

   • Movement type: Filter accounts by their assigned movement category.

   • Active: To filter by status, click the checkbox:

     • Checked is active.

     • A negative sign is inactive.

     • Unchecked is any status.

4. Click Search.

Create external cost accounts

To make an account:

1. Click the + New button.

2. In the External cost account window, add:

   • 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 from the dropdown list.

3. If needed, indicate:

   • Active: Switch between active and inactive status.

   • Order: Define what type of order it is.

4. Click Save.

Edit external cost accounts

To update the account details:

1. In the External cost accounts table, select an account.

2. In the External auxiliar account window, edit:

   • Code

   • Description

   • Movement type

   • Cost account

   • Active

   • Order

3. Click Save.