Get vendor invice number added in the description field

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Posted on by Kristina K

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Hello!

I am trying to find out if there is an OOB solution to get the vendor invoice number added automatically in the description field?

I have manually added the text Kristina Beskrivning below and this is the text I would like to be replaced by the vendor invoice number instead, hopefully this can be done OOB, (Out Of the Box)

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BillurSamdancioglu 19,703 Most Valuable Professional on at

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Hi,

Yes you can. You need to setup the default descriptions for vendor payment.

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Ramit Paul 22,797 Most Valuable Professional on at

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Hi,

Like Billur mentioned, you can setup default description, however there is a catch in it.

If you are expecting the invoice number should auto come into the description, it wont come, the only way to achieve this, you still need to add the invoice number into the Document number field and by the default description setup, it will come to vendor transaction.

The reason is, the invoice number doesnt come to Payment Journal form.

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Hana Xue Microsoft Employee on at

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Hi,
I tried it in the system, you can set the default description for vendor payments in General Ledger > Journal Settings > Default Description, and as Ramit mentioned, the invoice number does not automatically go into the description.
Best Regards,
Hana

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Kristina K 270 on at

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Thank you all for the answers. I am starting to get the details better now.

However, I would like to understand how to find out if there is any limitations to number of characters that will be covered with the %2 setup in the picture below. It feels that there is something missing in the parameters in the picture below or?

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Hana Xue Microsoft Employee on at

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Hi,
For a description of the text field in the default description, you can check this document. Set up default descriptions for automatic posting | Microsoft Learn The limitations of this field may be affected by the underlying data type or the fields associated with it.

Best Regards,
Hana

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