SAP Business One Referenced Document
SAP Business One Referenced Document
SAP Business One users are always seeking tips and tricks to gain efficiency using SAP B1. This blog covers SAP Business One referenced document. A video can be found below showing you how to apply referenced documents to each other in SAP B1.
We cover an SAP B1 feature that allows you to link documents for reference. There are numerous reasons that you would want to reference another document below are a few examples.
Link back to a closed document:
Did you close out a sales order that had an open line and created a new order for the open lines? If you did you can reference the original sales order and it will also show in the relationship map in SAP Business One.
Audit and assurance:
Another example is maybe you created an adjusting journal entry and want to link to the referenced document for audit purposes.
Procurement and sales communication:
For better communication between departments and visibility into operations, the referenced document can be used for linking purchase orders or production orders to sales orders for drop ship or special orders. Note if you are doing this linking of sales orders to purchase or production you can also generate the documents using the procure drop ship and procure non drop ship checkboxes on the logistics area of the order and the relationship map will reflect this without having to link the documents manually.
How to add a reference document
- Open a SAP Business One document you want to link
- In the accounting tab click the … ellipsis referenced document
- A reference information form will appear
- In the first row select the transaction type
- The second column will then allow you to browse and find the document you want to link
- There is another column where you can enter you remarks for documentation purposes
- Click update and the documents are now linked and you will see a number beside the ellipsis
- Note you can link multiple refereced documents
- Below is a video shoing how to perform this feature in SAP Business One
Recording of SAP Business One Referenced Document
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