How do I configure the Reference / Description fields?

How do I configure the Reference / Description fields?

Short Answer: Use '5. Reference / Description' to control which columns are combined into the reference/description; remove unwanted chips by clicking '×'.

PreRequisites

1. '2. Header row' set so column names are available

2. Configure entity A statement dialog open

Steps

1. Locate the '5. Reference / Description' box in the Required fields panel.
   A list of chips appears representing currently chosen fields.

2. Review the chips shown (example: 'Entry No', 'Doc Type', 'Doc No', 'Reference No', 'P O / Agreement Ref', 'Terms', 'Narration / Memo', 'Currency', 'Status').
   You can see which columns will be used to build the reference/description.

3. Remove any chip you do not want included by clicking its '×'.
   The unwanted field is removed from the reference composition.

4. If a required field does not appear as a chip, confirm '2. Header row' is correct so that column names become available for selection.
   Desired fields become available for inclusion.

Troubleshooting

1. A column I want to use for reference is not available as a chip.
   LikelyCause: The header row is set incorrectly so the column name was not recognized.
   Action: Set '2. Header row' to the row that contains your header names, then re-check '5. Reference / Description' for the field.

Note: Chips show the exact fields that will be concatenated for the reference/description. Remove or reorder (if supported) to change how descriptions are generated.