Purchase Order Invoice- Description field

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Posted on by Ramit Paul

22,797 Most Valuable Professional

Hello,

May I kindly ask you, what exactly the logic behind the description field in voucher transaction 'Description' field for Purchase Order Invoices?

Can this be changed to- whatever the description/ Text is written in PO level, that to be updated in 'Description' after invoicing?

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Regards,

Ramit

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Financial Management

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Ludwig Reinhard Microsoft Employee on at

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RE: Purchase Order Invoice- Description field

Hello Ramit,

In the organization admin module you can setup default descriptions for various transaction types, such as project invoices, sales order invoice and of course also vendor invoices.

There you can specify parameters from the invoice tables and thereby dynamically define what you will see in the description field.

I have some examples on my blog that deal with this and related issues.

Please take a look or alternatively test those default descriptions yourself in a demo/test environment.

Best regards,

Ludwig

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MATTGUO 22,349 Moderator on at

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RE: Purchase Order Invoice- Description field

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Ludwig Reinhard Microsoft Employee on at

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RE: Purchase Order Invoice- Description field

Hi,

Here is an example of what I referred to:

Step 1: Setup default descriptions for PO invoice postings

Step 2: Post PO invoice

Step 3: Vendor transactions form

The defined text was entered in the description

Step 4: Check voucher

Also here the text was entered in the description field

Isn't this what you were looking for?

Did you refer to a different kind of transaction or form?

Best regards,

Ludwig

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Ramit Paul 22,797 Most Valuable Professional on at

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RE: Purchase Order Invoice- Description field

Thank you so Much Ludwig for this help.

This is exactly what I was asking for.

I have below questions further, because I still haven't been able to achieve this but so close.

1: In my testing it always stick to the default description which I have added there as "Test-4%"

You see, despite adding "Ludwig_test" it took only the "Test-4%"

How can I set that, I saw your free text reflected into the description.

Is there anything I am missing here?

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Ludwig Reinhard Microsoft Employee on at

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RE: Purchase Order Invoice- Description field

Hi,

Enter %4 instead of 4% in the default description setup ;-)

Best regards,

Ludwig

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Ramit Paul 22,797 Most Valuable Professional on at

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RE: Purchase Order Invoice- Description field

Excellent! It works.

May I kindly ask you why we use %4? and if this needs to be set as Free text, then I am assuming users will be number/character/ Special Character and so on and so forth.

Is there any restriction for that or I need to add %5 and %6 like that. How can I understand?

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Ludwig Reinhard Microsoft Employee on at

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RE: Purchase Order Invoice- Description field

Hello Ramit Paul,

At the bottom of the default description form there is a brief explanation what the %1, %2... and so on values denominate.

Here is another nice explanation from Sten: www.linkedin.com/.../

Best regards,

Ludwig

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Ramit Paul 22,797 Most Valuable Professional on at

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RE: Purchase Order Invoice- Description field

Thanks so much again Ludwig.

last question: Does this support as a standard for all Country? I am working for Europe so asking.

Thanks in advance.

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Satish Panwar 14,671 Moderator on at

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RE: Purchase Order Invoice- Description field

Hi Ramit,

It should work for Eupore as well, don't see any country specific restriction on "Purchase order - invoice, ledger".

Thanks,

Satish Panwar

Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

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Ludwig Reinhard Microsoft Employee on at

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RE: Purchase Order Invoice- Description field

Hello Ramit Paul,

I am also working in Europe and things work here :-)

As Sathish mentioned, it is a 'global' feature that works everywhere.

Best regards,

Ludwig

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