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Comments on Purchase Invoice and Flow it to G/L Entry

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Posted on by Microsoft Employee

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Hello Experts,

I have used "Comments" option in Purchase Invoice as a Narration. I could to see this comment in Posted Purchase Invoice. But it is not flows into General Ledger Entries, the comment field is blank in the corresponding General Ledger Entry. See the attached screen shots. 

Thanks in advance for sharing your thoughts...

Regards,

Ranjith

  • CU09050705-0 Profile Picture
    CU09050705-0 on at
    Comments on Purchase Invoice and Flow it to G/L Entry
    If there are any special instructions related to the purchase, such as delivery instructions or specific requirements, include them in the comments section. This helps in ensuring smooth processing of the transaction.
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,407 on at
    RE: Comments on Purchase Invoice and Flow it to G/L Entry

    Hi

    As Vaishnavi mentioned no out of the box method and you need customization for that. We also use comments a lot. We trained our team to go to Entry -> Find related entries then open the posted invoice to see the comments. This is the only method without development.

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,052 on at
    RE: Comments on Purchase Invoice and Flow it to G/L Entry

    Hi Ranjith,

    There is no standard process to copy comments from Purchase invoice to General ledger entries.

    You can go for customization.

    You can use event subscriber which hits trough Post action.

    If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Comments on Purchase Invoice and Flow it to G/L Entry

    Okay. Any other option to get it from Purchase Invoice as comment or narration?

    Regards,

    Ranjith

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,052 on at
    RE: Comments on Purchase Invoice and Flow it to G/L Entry

    Hi Ranjith,

    The comment field present in general ledger entries gets filled only when you add comments trough journal and post it and not by Purchase Invoice.

    pastedimage1644482824740v1.png

    If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much.

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