Cust./Vendor Ref. No. as Default

[Former Member]

In the Outgoing Payment Screen, how do I keep the Cust/Vendor Ref No. as the default on the lines of the document other than our Invoice number.

I have to keep checking the little check box for BP Reference no. under form settings.

Regards,

M. Jenkins

[jitin_chawla · Accepted solution]

Hi,

The option to display the document number instead of the customer ref

number on the payment can be found in:

Form Settings -> Document tab -> Check box: BP Reference Number

This option is either/or, both fields cannot be displayed at the same

time with standard functionality.

Regards,

Jitin

SAP Business One Forum Team

[Former Member · Accepted solution]

Thanks for the responce, but my question is how do I keep it as BP Reference and not Invoice no.

I keep having to check the Box BP Ref. for Each Document I open.

[jitin_chawla · Accepted solution]

Hi,

You can try by checking the BP ref No. radio box and then re-enter the payment window you will get the same defaulted instead of the Invoice no.

Regards,

Jitin

SAP Business One Forum Team

[Former Member · Accepted solution]

Tried that, it keeps reverting back to Invoice No.

[Former Member · Accepted solution]

Hi

Are you on SBO version 2007 A

If so ,as suggest by Jitin

Go to Banking >Outgoing Payments

Form Settings -> Document tab -> Check box: BP Reference Number

I just tested on my machine and it doesn't change back to invoice no when I open next time .

Hope this helps

Bishal

[jitin_chawla · Accepted solution]

Hi,

Check the following information gathered :

- The Payment form will keep the setting of the last opened screen.

Example 1:

The form is opened and form settings is opened to check the box

'BP Reference Number', click ok and Cancel out of the Payment screen.

The next time the screen is opened it will open with the 'BP

Reference Number' displayed.

Example 2:

User opens a saved Payment form where the option 'Doc Num' is

displayed. The user closes the screen. The next time he opens the

Payment form the option 'Doc Num' will be displayed.

- The Payment form will keep the setting that was chosen for the

individual payment.

Example 1:

User saves payment# 1 with the option 'BP Reference Number'. The next

time he opens this individual payment it will open with the 'BP

Reference Number' option.

Example 2:

The user opens the payment screen and chooses the option 'Doc Num'.

He scrolls back using the arrows on top of the screen to Payment 1

in the previous option. Payment 1 will still be displayed with the

'BP Reference Number' option.

Example 3:

At this stage the user click cancel to leave the screen. When opening

the payment screen again the option 'BP Reference Number' will be

displayed as this was the last option that was displayed.

For the form settings on the table format tab:

- These settings are saved for the form rather than the individual

document.

Example:

The user opens the form settings and chooses the tab 'Table Format'.

Here there user deselects the field 'Date'. The next time the user

logs on or reopens the form this field will not be displayed in any

payment document regardless of what the setting was when it was

saved.

Regards,

Jitin

SAP Business One Forum Team