AX 2012 R3 Ledger Allocation missing Description

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Posted on by Community Member Microsoft Employee

Hello,

I am wanting to build company procedures to use the Ledger Allocations, however on the creation of the journal entry through "General Ledger>Periodic> Process Allocation Request", I am unable to generate an allocation journal with descriptions. In the journal lines, the descriptions are not populated and come in blank.

Is there a way to ensure that the descriptions are populated?

thanks,

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Ludwig Reinhard Microsoft Employee on at

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RE: AX 2012 R3 Ledger Allocation missing Description

Hi Brad Head,

I believe that this might require a small enhancement that can make use of the standard default descriptions functionality. Here is an example that inserts date, form and voucher.

With the help of a developer you could also make use of the other optional keys and for example insert the allocation method or any other information you consider useful.

This shouldn't be too difficult and make use of the standard AX features.

Best regards,

Ludwig
Community Member Microsoft Employee on at

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RE: AX 2012 R3 Ledger Allocation missing Description

We are looking to set-up multiple allocations based on account actuals. We need description to accruately provide details as to the line items charged to the different accounts. I have added the description I want to use into both the "Ledger Allocation Rule". With a blank description field we are not providing any information as to what the charge relates to.
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Ludwig Reinhard Microsoft Employee on at

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RE: AX 2012 R3 Ledger Allocation missing Description

Hi Brad,

Have you checked the auto text options in the organization admin module?

What is the underlying reason that you want to have a descriptive text for allocations and how should it look like?

Best regards

Ludwig