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Dear experts,
Is there any way to set the Default description for following transaction types (Estimate/ Eliminate/ Item Journal) in Project accounting?
I searched in Default description form and only found below type
Thank in advance,
Best regards,
Thu
Hi Thu,
The 'project-posting, ledger' default description is used for posting estimates.
You can simply select the description type 'project posting ledger', enter a text and then things should work and get the description you entered.
Ludwig
Hi Ludwig,
I did check as below
But when i estimated the Project:
- Project cost: doesn't show the description
- Project cost Item: show Item name when i posted the Item journal for Project
In addition, for Item journal i also cannot find the default description, Default description for Inventory movement is not used.
Wait a minute. Have you run the estimate process? The estimate process for your project should pick up this description. Can you double check and confirm that before we move and talk about the other transaction types?
Many thanks,
Yes i run the estimate process, and the result showed as above, although i already setup default description for "Project-posting ledger"
OK.
Sounds good that this one works.
The issue that you have is now with the project items posting, right?
How do you post those items?
Do you post them via a PO or an item journal or item requirement?
Sorry for confusing you.
Actually this one doesn't work.
Let me explain the voucher transaction as below:
Posting type:
- Project cost: doesn't show the description i setup on default description.
- Project cost Item: show Item name when i posted the Item journal for Project (Example: item name: ABC => it is showing on description line: ABC) not the default description i setup earlier.
Thank and best regards,
Thu,
Thanks for the update.
I double checked that and can confirm that the text is not filled in for the lines that you highlighted.
That's standard D365FO behavior.
Rather than trying to include the item into the description, wouldn't it be easier to use a financial dimension 'item' in your transactions?
This does not only help you with your current issue but also with the reconciliation of inventory and GL.
Maybe that might be something that helps?!
Apart from that, a kind of means of last resort is making a system modification for the default descriptions. For this option, you need to talk to a developer.
So it's mean most of project transactions cannot have default description like other modules?
It's kind of odd.
Thank you for your reply.
No.
There are only some transaction types where those default descriptions don't work.
Of course, if you primarily use item transactions then this might be the majority of your vouchers but for an 'ordinary' project module setup, I would say that only some specific transactions are affected.
Would recommend to reach out to MS if you want to get more information on why things have been designed this way.
Noted with thank you,
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