Reference field links in SAP Business One

Reference field links in SAP Business One offer an efficient way of automatically transferring relevant information from business documents to financial accounting. The information that can be transferred includes invoice numbers, Booking texts and internal document numbers. This functionality is particularly useful for increasing the accuracy of accounting and reducing manual effort.

Document types that generate automatic journal entries

The "Definition" and "General" areas are located in the "Administration" module. Here you can open the "Reference field links" window. This window shows an overview of all document types that can be automatically Journal entries in financial accounting. It shows whether the standard configurations for each document type have been retained or adapted.

Reference types in SAP Business One

Up to twelve different references can be transmitted to Financial Accounting for each document type. This results from the availability of four reference types: references 1 to 3 and the comments field. These references can be transferred in journal entries both in the header area and in the business partner and G/L account entry lines.

Assignment of document information

The assignment of document information to the Reference fields should be carried out carefully. The field lengths are limited and information may therefore be displayed incompletely. You can check the maximum number of characters by positioning the mouse pointer on the corresponding fields.

Distribute information

For example, for incoming invoices, the document number can be transferred as standard in reference field 1 and the supplier reference number in reference field 2. Automatically generated or manually entered posting texts can be included in the comments field. Information similar to that in the header areas can be entered in the posting lines, whereby different information, such as the rate number, can be defined for business partner posting lines.