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Choose a reference on an invoice

Use a reference picker when an editable invoice field needs a record from your company's ERP data.

This is separate from the global Search AP records palette. A picker searches only the record type configured for that invoice field.

Choose a reference​

  1. Open Invoices from the left navigation.
  2. Select the invoice you are reviewing.
  3. Select the editable reference field in the invoice header or line-item workspace.
  4. Type part of the record's name, code, or other searchable value in the picker.
  5. Add a filter or constraint when the picker provides one and the result list is too broad.
  6. Compare the visible details on similar results.
  7. Select the correct record.

Reference types, field labels, filters, constraints, and result details come from your company schema. For example, one company might configure a field that points to vendors, purchase orders, or GL accounts, while another company exposes different record types.

What you should see​

The picker closes and the invoice field shows the selected record. Long result lists can load more records as you scroll, and reopening the picker brings the current selection into view when it is still available.

If something goes wrong​

  • If the field is read-only, the invoice state or a related workflow may own that value. Do not try to replace it through another field.
  • If no result appears, remove a constraint and search a shorter part of the value.
  • If several records share a name, compare their visible codes, status, or other context before selecting one.

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