Reference Field Definition: Special Considerations 
Before you define reference field links and user-defined field links for journal entries, we recommend that you consider the features and special cases described below.
For general information about this task, see Setting Up Reference Field Links and UDF Links for IFRS.
Form Settings
In the Form Settings window for journal entries, all of the reference fields for the header are on the General subtab of the Document tab and the reference fields for the grid are on the Table Format tab.
Incoming and Outgoing Payments
Ref. 2
The Ref. 2 field in the journal entry is not copied directly from the Reference field in the payment document. Instead, it is copied from a field that is not visible on the user interface, the Ref. 2 field in the payments table on the database.
The standard behavior is that SAP Business One copies the field value from the payment document to the field in the database, and then from the field in the database to the field in the journal entry. However, if you use a partner add-on that modifies the value of the Ref. 2 field in the payments table, this logic does not apply.
Ref. 3
The value that is copied to the Ref. 3 field for rows depends on the payment means. However, if you select a value other than Default in the Reference Links – Definition – Incoming/Outgoing Payments window for Reference 3 – BP Row or Reference 3 – Row, this is the value that is then copied to these rows for all payment means.
If you leave the value for rows as predefined by SAP – that is, as Default –, the value that is copied depends on the payment means, as shown in the following table:
Source |
Value Copied |
|---|---|
BP row |
Payment number (document number) |
Check |
Check number |
Contra payment row |
Payment number (document number) |
VAT correction and discount |
Payment number (document number) |
Rate difference row |
Payment number (document number) |
Credit card payment row |
Voucher number |
Split credit voucher |
Voucher number/index |
Any other row |
Empty |
Landed Costs
The source field Reference 1 in the Reference Links – Definition – Landed Costs window corresponds to the Reference field in the landed costs document.
The source field Reference 2 that is shown in the Reference Links – Definition – Landed Costs window is not otherwise visible on the user interface. The only way to edit the value in this field is through the SAP Business One Software Development Kit (SDK).
Inventory Transfers
The source field Reference 2 that is shown in the Reference Links – Definition – Inventory Transfers window is not otherwise visible on the user interface. The only way to edit the value in this field is through the SAP Business One Software Development Kit (SDK).
Verification of User-Defined Fields
When defining reference links to user-defined fields, you need to ensure the following:
That the source and target field types match
That the source and target field lengths match
That the source and target field values match
That any truncation due to the target field being shorter than the source field is acceptable, or else change the definition of the target field
That the target field is none of the following combinations:
Type
Structure
General
Link
General
Image
Alphanumeric
Text
If the application detects any of these situations, you receive an appropriate system message.