Cross-Reference Hierarchy

When adding document to the system, cross-references are applied based on the following hierarchy:

  1. If a cross-reference exists at the form level, use it.
  2. If a cross-references does not exist at the form level, check the module level. If one exists, use it.
  3. If a cross-reference does not exist at the module level, check for a direct match (e.g., APCo = APCo, ARCustomer = ARCustomer, etc.). If one exists, use it.
  4. If a direct match is not found, check for a pattern match (e.g. APCo = Company or Company = APCo, etc.). If one exists, use it.
  5. If a pattern match is not found, check for a global match (i.e. cross-references with no module or form specified). If one exists, use it.
  6. If a global match is not found, do not include.