A base document in SAP Business One is the original document of a business transaction, the data from which serves as an immutable reference for subsequent or corrective documents. It is the starting point in the document flow; all documents built upon it Target documents refer to him and take on his information.
Context
In SAP Business One, the base document forms the foundation of the process chain. A customer order For example, the delivery note is the base document for a delivery, and the delivery in turn is the base document for the outgoing invoice. The same applies to purchasing: a purchase order is the base document for the goods receipt, and the goods receipt for the incoming invoice. The link is created via the „Copy to" function, which consistently transfers data from the base document to the target document.
The key characteristic of a base document is its immutability as a reference. Once a subsequent document refers to it, the fields displayed in the base document section are no longer editable. These include the original values for:
- Item number and item description
- Quantity and unit price
- Discount and tax identification number
Total amount
This immutability ensures data integrity and auditability: the original values of a transaction remain traceable and cannot be subsequently manipulated. For accounting, this means an unbroken history from the first quote to the last payment.
The base document section also appears on correction documents. For example, when a credit note is created for an outgoing invoice, the base document section displays the original invoice data – as an unchangeable comparison to the correction.
The document flow in SAP Business One visualises the entire chain of source and target documents, making the process status and origin of every transaction visible at a glance.
Demarcation
A preceding document is not the same as a „first document" in the process. Each document can simultaneously be a target document for a predecessor and a preceding document for a successor — a delivery is a target document for a sales order and a preceding document for an invoice. The role depends on the perspective in the document flow. The crucial point is: A document only functions as a preceding document when a subsequent document refers to it via „Copy to". An isolated document without a link is not a preceding document in the functional sense.
New in SAP Business One 10.0 FP2602 — CRM, Sales, and Purchasing
SAP Business One 10.0 Feature Package 2602 introduces targeted improvements in three key areas: CRM, Sales, and Purchasing. From Excel import ...
SAP Business One Road Map 2026
In March 2026, SAP published the latest SAP Business One Road Map for SAP Business One. It shows where ...
SAP Business One Roadmap: 5 surprising truths
When small and medium-sized enterprises (SMEs) think of SAP Business One, one image often comes to mind: a ...
Versino Financial Suite V09.2025 for SAP Business One
Since the introduction of the Financial Cockpit at the start of 2025, it has been clear that the strategic focus of the Versino Financial Suite is shifting ...
New features in SAP Business One 10.0 FP 2508
With the FP 2508 feature package for SAP Business One 10.0, SAP is clearly focussing on the web client - ...
Convert SAP Business One to camt.053 now
From 1 November 2025, the widely used MT940 format for electronic bank statements will no longer be supported. Companies that use SAP solutions such as ...