Table of Contents

Reference Text

Reference texts are used to display additional information during the sales and purchase process. If the Reference field is enabled (see To add reference texts to a customer), the additional information is shown in every unposted sales or purchase document (e.g. sales order, sales quote, sales return order etc.).

To add reference texts to a customer

  1. Choose the Search icon, enter Customers, and then choose the related link.
  2. Select a customer and choose the Edit action.
  3. On the Customer Card page, choose Comments action.
Note

There are two options for comments, one opens the approval comments, the other, correct one, opens the Comment Sheet page.

  1. Create a new line and enter the desired texts in the Comment field.
  2. Select the Reference check box.
Note

The same logic also applies for vendors.

To show reference texts

  1. Choose the Search icon, enter Sales Orders, and then choose the related link.
  2. Select New to create a new Sales Order.
  3. Enter a customer number or name that contains comments with references.
  4. A notification bar appears, showing the first reference text.
Tip

To show all reference texts, click on the Open link in the notification.