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Default Description not working

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Posted on by 21

Hi,

We are trying to map Default Description for "Project - invoice, customer" and the values we mapped are not moving on to voucher. Following is the mapping

pastedimage1683747421770v1.png

Following is the result of the above mapping on the voucher

pastedimage1683747487537v2.png

What could be the reason of this not working?

  • Suggested answer
    doninep Profile Picture
    doninep 120 on at
    Default Description not working
    This does not work for Cust Trans OR the voucher.  I debugged it and at the time it tries to use the mapping it doesn't have context to the project tables which is why it leaves blanks for the placeholders.  IMO this is a MSFT bug.
  • Martine Cezanne Profile Picture
    Martine Cezanne 47 on at
    Default Description not working
    Sorry, have you found correct result ?
     
    I have same problem with description invoice. I have same parameters to Gaurangkumar Jani but i don't have description in my document oj invoice project.
     
     
     
     
     
    Thank you for your help
     
     
  • Rakesh Arte Profile Picture
    Rakesh Arte 21 on at
    RE: Default Description not working

    Hi Andre,

    Following are the steps

    1. We do Progress Billing on Project Invoices

    2. We use Invoice proposal to create a Project Invoice proposal

    3. Use Post button to generate Invoice

  • Rakesh Arte Profile Picture
    Rakesh Arte 21 on at
    RE: Default Description not working

    The description on the AR voucher line shows on Open Customer Invoice list view

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,969 Super User 2025 Season 1 on at
    RE: Default Description not working

    Hi Rakesh,

    Can you provide the form name(s) and steps you are using for creating and posting the invoice?

  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,455 Most Valuable Professional on at
    RE: Default Description not working

    But you screen is for voucher not for customer transactions

  • Rakesh Arte Profile Picture
    Rakesh Arte 21 on at
    RE: Default Description not working

    CA Gaurangkumar Jani

    I already did that setting. I want this information to flow to Customer Transaction screen through this setup. I did the similar setup for Sales Invoice and Free Text invoice and it works. It doesn't work only for the Project transaction. Do you know what could be the reason?

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,511 User Group Leader on at
    RE: Default Description not working

    Hi Rakesh Arte 

    The description you have selected is to flow data from Invoice to customer transaction and not to ledger voucher.

    If you need this details in ledger, please use "Project - Invoice, ledger" as below:

    pastedimage1683803291391v1.png

    Please let us know if this helps.

    Thanks,

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