February 9, 2022 by Tyson McMurren BlogSAP Business One Referenced Document02/09/2022 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 linkIn the accounting tab click the … ellipsis referenced document A reference information form will appearIn the first row select the transaction typeThe 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 purposesClick update and the documents are now linked and you will see a number beside the ellipsisNote 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 Watch this video on YouTube Get the most out of SAP Business One Our focus is on your growth and success. If you want to learn more about this function or if you want to get more out of your SAP Business One implementation we are just an email or phone call away from maximizing your time and investment in SAP Business One. We can help you bring your entire organization together to truly realize the benefits of ERP by focusing on the 4Cs For SAP Business One Talk to an expert today Innovation at Heart As the most experienced SAP Business One Gold Partner in North America, we help scale and support your business, every step of the way. Our expertise extends beyond SAP Business One and ERP. Our customers enjoy having a single provider for all their needs. No matter how your business system requirements grow and change, we are there to assist you. Third Wave’s implementation process and consulting team has created a customer retention level average of 98.7% year over year and is the only partner to achieve 100% customer retention. We have a 95% implementation success rate. Contact us and see how we can help you get the most out of SAP Business One. Talk to an expert today and discuss how we can help you get the most out of SAP Business One Versago and Bizweaver SAP Business One runs better with Versago and Bizweaver, our innovative portal and business process automation platform for modern operations. Extend the power of SAP with a connected workforce and smart integrated eCommerce, CRM, EDI, and 3PL with SAP Business One.