Transaction Reference Query

The Transaction Reference Query (BWDRF and FWDRF) is used to track transaction chains that are created as part of business activity such as accounts payable and accounts receivable. These chains relate activity performed on one transaction to the activity performed on a second referencing transaction. The Transaction Reference Query provides a central review point for all types of references: partial, final, inverse and memo. This inquiry looks only one step in either direction - backwards or forwards - from the queried transaction. Another query, the Lifecycle Inquiry, is an alternative view of the same data that provides all steps forward or backward.

The Transaction Reference Query has two views: Backward Reference and Forward Reference. The Backward Reference view shows all transactions that the indicated transaction has referenced. The Forward Reference view shows all transactions that have referenced the indicated transaction.

Once you have opened the Transaction Reference Query, you can access referenced transactions or referencing transactions in one of the following ways:

The first way allows you to type the Transaction Code, Transaction Department and Transaction ID into the corresponding fields provided on the Query. You can then select either the Backward Reference action or the Forward Reference action. If you select Backward Reference then you will see all Transactions that your selected Transaction has referenced. If you select Forward Reference then you will see all Transactions that have referenced your selected Transaction. You can select the Back action at any time to return to the prior page.
The second way allows you to navigate through the list of Transactions in the grid provided and then select the line of the Transaction of interest. Once you have selected the Transaction line, you need to select the Next Reference Step action. This places the selected Transaction’s identification information (Transaction Code, Transaction Department and Transaction ID) in the fields at the top of the query. Based on your view, Backward Reference or Forward Reference, the grid will be populated with the appropriate Transactions. For example, if your view was Backward Reference then you will see all Transactions that your selected Transaction has referenced. If your view was Forward Reference then you will see all Transactions that have referenced your selected Transaction. You can select the Back action at any time to return to the prior page.

Please note that wildcards are not allowed when searching for references.