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Default description for Vendor invoice Prepayment

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Posted on by 740

Dear All Forum experts,

Could you please suggest how to set up a Default description for vendor invoice Prepayment?

I have configured the Default description in Organization administration

pastedimage1604482418873v1.png

For Normal Vendor payment default description is working fine for the Prepayment this is not working.

With Regards,

Goutham Mahesh G.

  • MATTGUO Profile Picture
    MATTGUO 22,317 on at
    RE: Default description for Vendor invoice Prepayment

    Hi,

    I have tested the prepayment in my environment.

    1.Create the default description.

    pastedimage1604556826940v1.png

    2.Create a vendor prepayment invoice in PO.

    pastedimage1604558230387v3.png

    3.Create a payment journal and use proposal to find the prepayment inovice.

    pastedimage1604558132448v2.png

    4.The description has been filled in automatically.

    pastedimage1604558958863v5.png

    5.And this is the voucher.

    pastedimage1604558998000v6.png

    Is this your case?

  • ax Financial Profile Picture
    ax Financial 740 on at
    RE: Default description for Vendor invoice Prepayment

    Hi Mattguo,

    i have given default description for vendor payment invoice and Vendor payment ledger in Default descption as this format shown below.

    Vendor invoice description- invoice number-invoice voucher-vendor Account number

    For a vendor payment, this is working. But when I generate the auto prepayment this description is not working.

    In there description is coming as a Vendor invoice description only for the prepayment.

  • MATTGUO Profile Picture
    MATTGUO 22,317 on at
    RE: Default description for Vendor invoice Prepayment

    Hi,

    What do you mean is not working? Is the description blank?

    Could you give more details about your steps?

  • RE: Default description for Vendor invoice Prepayment

    Hi Goutham Mahesh,

    Do you use regular Payment Journal to book prepayment and then set "Prepayment journal voucher" option to Yes from payment tab or you created a seperate payment journal for Prepayment?

  • Suggested answer
    A.Prasanna Profile Picture
    A.Prasanna 8,177 on at
    RE: Default description for Vendor invoice Prepayment

    Check your steps with This : https://www.loganconsulting.com/blog/default-descriptions-in-dynamics-365-for-finance-and-operations/

    Thanks ,

    Amith Prasanna

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