Reference document number field on Invoice line item

[Former Member]

Can anyone please tell me , where in customization , do i define what should get copied in the reference document number field on the line item of an invoice.

Currently in our system, credit memo request number is getting populated for a credit memo.

Thank you for your help in advance.

[Former Member · Accepted solution]

Hi

the reference is not an item field, but header.

You can control this in copy control (Ex: VTFA), double clique and then you find reference number.

Dora

[Former Member]

Hi,

If you are talking about line item level, then it is called Allocation Number. At the header level, it is called Reference number.

This is controlled using the copy control for billing - at the header level control.

The reference number & allocation number once maintained in the configuration, will show up in the Accounting doc - header level & item level, respectively.

For example - if the customer payment always refers to his PO number, then it really helps to use the allocation number for the accounting doc line items - which helps in clearing incoming payment faster. In this case, the reference number could be our delivery number. This is one of the examples for using both Ref & allocation #'s.

Hope, this helps!

S. Siva