Reference #

This is an optional value that can be entered either at the Summary and/or Detail level.   The value entered at the Summary level is what will appear in the Financial Document List.  The intended use is to capture any identifying external reference number to associate with the document.

When a value is supplied at the Summary level, it will become a default value for the Reference field in the first Detail record (though it can be overridden or removed at the Detail level).  As additional Detail line items are added, each subsequent new line will default to the value from the previous row in the grid.

Values entered in this free form text field are not validated.  Note that you can search for Financial Documents based on the Reference #.

This value can be changed on an INUSE financial document.