1
Review available entities
Open the module to check which accounting entities are active and available for the rest of the operation.
PIC Customers•Accounting Entities
Accounting entities in PIC
Learn what accounting entities represent within the flow and why they are a critical reference for purchasing and sales.
Prerequisites
Before using this guide, the user must understand the basic organizational context and have permissions to configure or review entities.
1. Process introduction
The accounting entities module defines the context in which documents and processes with economic impact are recorded. It is a structural piece later used by orders, invoices, and other transactional modules.
More than a simple administrative field, it works as an operating framework to know where relevant information is issued, received, or processed.
2. Business value
If accounting entities are unclear, later documents lose context and create inconsistencies between operations and finance. PIC uses this module to provide a common anchor.
This improves traceability, reduces assignment errors, and gives the document flow a more solid base.
3. How to operate it in the portal
Here, review availability, the relationship with the organizational structure, and consistency with how business modules will use it.
2
Validate context and relationship with the company
Check that each accounting entity is correctly placed within the organizational structure.
Attribute guide and role within the process
| Field | Meaning | Source or reference | Required | Depends on | Process impact |
|---|---|---|---|---|---|
| Accounting entity | Represents the economic context in which a document or process operates. | Configured within the portal's structural base. | Yes | Must be linked to the corresponding organization. | Determines the context of orders, invoices, and other records with economic effect. |
| Status or availability | Indicates whether the entity can still be used in the operation. | Managed from the same master record. | Yes | May reflect internal definitions or operational validity. | Prevents invalid contexts from being selected in business modules. |
Relevant validations and considerations
Use only valid entities
A misconfigured or inactive entity ends up contaminating later documents.
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