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Note 1354920

Solution

SAP Business One does not perform checking on the value entered in the Customer Ref. No. field in sales orders. The system only checks the customer reference number in a legal document, such as an AR Invoice. Thus, it is possible that a customer has two sales orders having the same customer reference numbers without receiving any warning message.

The table below provides a summary of the functions wherein the value in the Customer Ref. No. field function is validated against existing records.

Marketing Documents **

Validation

Comments

Sales Quotation

No

 

Sales Order

No

 

Delivery

No

 

Sales Return

No

 

AR Credit Note

Yes

 

AR Down Payment Request

Yes

Shared validation.
Validates Customer Ref. No. values in AR Down Payment Request and AR Down Payment Invoice functions.

AR Down Payment Invoice

Yes

Shared validation.
Validates Customer Ref. No. values in AR Down Payment Request and AR Down Payment Invoice functions.

AR Invoice  + Payment

Yes

Shared validation.
Validates Customer Ref. No. values in AR Invoice, AR Invoice + Payment and AR Reserve Invoice functions.

AR Invoice

yes

Shared validation.
Validates Customer Ref. No. values in AR Invoice, AR Invoice + Payment and AR Reserve Invoice functions.

AR Reserve Invoice

Yes

Shared validation.
Validates Customer Ref. No. values in AR Invoice, AR Invoice + Payment and AR Reserve Invoice functions.

** Similar rules apply to A/P - Purchasing documents.

 

 


Scenario

1. Create a sales order with Customer Ref. No. as PO 4321.

2. Create an AR Invoice based on sales order 87.

3. Create a sales order for the same customer using reference number, 'PO 4321'. The system will not perform any validation. There will be no warning message. 

4. Create another AR Invoice for the same customer. Enter 'PO 4321' as customer reference number. When clicking on Add the system performs the validation and returns the warning message.

Workaround

If validation of the value in the Customer Ref. No. field of the Sales Order function is required, a user alert can be defined.  Note, however, that an alert can only be triggered when 'adding' the document. Please refer to the blog entitled 'The SP Transaction Notification Stored Procedure' which shows how an alert can be created for a Customer Ref. No field.