For example, you create a credit memo to refund a customer for a item that breaks after they’ve paid for it. Because the credit memo was not made as a follow-on document to the invoice, there is no relationship appearing in the relationship map. Later you would like to link the two documents so it is clear why the credit was paid. In this case, you can use the Reference Document button on the Accounting tab of either document.

In SAP Business One 9.2, users have the option to create a relationship in the relationship map by referencing an unrelated document.

The referenced Document button is under all marketing documents' accounting panel.

SAP Business One Referenced Document

This opens the Reference Information window where you can choose an existing document to reference.

SAP Business One Referenced Document

In the Relationship Map, choose Referenced Documents in the dropdown to view the relationship you have created.

SAP Business One Referenced Document

If you need assistance, feel free to contact us.

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by MTC Systems on Sep 5, 2016 11:18:18 AM

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