1. SAP Glossary
  2. FDN-Account Management
  3. act as reference


What is act as reference in SAP SRD-CRM-ACC - FDN-Account Management?


SAP Term: act as reference


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  • Key Concepts: 
    Act as reference is a feature in SAP Account Management that allows users to assign a reference account to an account. This reference account can be used to store additional information about the account, such as contact information, payment terms, and other details. 
    
    How to use it: 
    To use the act as reference feature in SAP Account Management, first select the account you want to assign a reference account to. Then, click on the “Act as Reference” button in the toolbar. This will open a window where you can select the reference account from a list of available accounts. Once you have selected the reference account, click “OK” to save your changes. 
    
    Tips & Tricks: 
    When assigning a reference account, make sure that the reference account is related to the main account in some way. For example, if you are assigning a reference account for an individual customer, make sure that the reference account is for that same customer. 
    
    Related Information: 
    For more information on using the act as reference feature in SAP Account Management, please refer to the official SAP documentation.
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