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Author's profile photo Rodrigo da Costa Feula

SAP Business One 9.2 PL02 – New feature: link documents manually

Reviewing the SAP Business One 9.2 PL 02 documentation found a new feature, which by the way is very interesting for reference between documents.

 

To illustrate the functionality will describe a possible scenario, it is possible that in some countries does not make sense, but anyway …

 

Your company makes a sale, the seller undertakes to deliver the product without shipping costs to the customer, then hire a company to make the delivery. In this case elaborates the sales order to process the sale to the customer and in parallel creates a purchase order for the procurement of delivery.

 

How would you do to make this connection? Create user fields to signal the link? Describe this in the comments of the documents?

 

From now will not be necessary to find an alternative functionality to this, because through this note a new feature was created:

2273995 – Offline Document Linking

http://service.sap.com/sap/support/notes/2273995

 

 

Step 1 – Create the sales order

En01Order.png

 

 

Step 2 – Create the purchase order for the freight

 

When creating a purchase order, after entering the item and content data, the user clicks the “Accounting tab”

En02PurOrder.png

 

In accounting tab, click on the “Referenced document” in the form presented enter the sales order data, saves the information in all forms.

En03PurOrder.png

 

By accessing the relations map, a new option is available for selection “Marketing Document: Referenced Documents”.

 

Using this option you can view the link by a dashed line in red, at one end there is an arrow indicating where the reference was made, on the opposite side of the arrow you can see the referenced document.

En04PurOrder.png

 

Some important information is:

 

Even PL03 in locating United States, you can perform the reference both in the creation of the document as to update a document.

In Brazil location, it is not possible to make reference when updating the document, only to create and the information is used in another “Taxes” tab.

 

Referenced Document consists of two tabs:

– Documents Referenced To – to specify documents to be referenced by the document

– Document Referenced By – to see which other documents are referencing the document

The following list of the documents that can be referenced includes External Document which does not represent a business object created by SAP Business One: Sales Quotation, Sales Order, Delivery Notes, Return, Down Payment Incoming, A/R Invoice, A/R Credit Memo, A/R Correction Invoice, Purchase Quotation, Purchase Order, Goods Receipt PO, Goods Return, Down Payment Outgoing, A/P Invoice, A/P Credit Memo, A/P Correction Invoice,

External Documents.

There is no restriction on the document type or Business Partner when documents are being selected for reference, however authorizations for the documents are taken into the consideration.

“Copy to” functionality does not copy the links as they are specific for each document.

——-

 

I hope you enjoyed the information.

 

Give your feedbak.

 

Note: My native language is Portuguese, so there may be something written incorrectly, if so sorry.

 

Regards,

Rodrigo da Costa Feula
#SBO #B1

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      3 Comments
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      Author's profile photo Antonio Tuccia
      Antonio Tuccia

      Hello,

      Have you information on how to use this feature with the SDK?

      Thanks

      Author's profile photo ANKIT CHAUHAN
      ANKIT CHAUHAN

      Hi,

      Unfortunately, "Referenced Documents" functionality is not exposed to DI API yet. Refer to following idea on SAP Business One Idea Place and vote up for the idea to get it implemented in upcoming versions.

      Referenced Documents Idea on SAP Business One Idea Place

      Kind regards,

      ANKIT CHAUHAN

      SAP SME Support

       

      Author's profile photo Klitos Demou
      Klitos Demou

      Hello,

      The Purchase request document is not included in the options provided.

      Any reason why? Since a user can copy from a Purchase request and the document can be displayed in a normal Relationship Map, i cant understand why it is excluded from this feature.

      Thanks

      Klitos