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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customizing Default De...
Finance | Project Operations, Human Resources, ...
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Customizing Default Description for Vendor Invoice

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Posted on by Grace1609 104

Hi,

I am trying to customize the Default Descriptions for Pending Vendor Invoices.

While trying to add the parameters, I cannot find the field "Invoice Description" in the list under Reference Fields. How can I add them to the table?

In the screen below, I have highlighted the Reference Table and in the Reference Fields, there is no "Invoice Description"

pastedimage1574115849419v1.png

Can I get some help pls !! TIA

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  • Verified answer
    Satish Panwar Profile Picture
    Satish Panwar 14,671 Moderator on at

    Hi Grace,

    The fields are limited based on the Description type you select on the form. See below.....Can you try purchase order - invoice,vendor. I didn't see tax invoice option as you showed.

    pastedimage1574117053772v1.png

  • Grace1609 Profile Picture
    Grace1609 104 on at

    Thank you so much Satish, this helped. I chose the Tax Invoice Description field

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