Changing description of Product Receipt transactions

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Posted on by Grace1609

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Hi All,

Currently all Product receipt transactions are reflecting with standard description as "Vendor Product Receipt" in the Ledger accounts.

How can I customize this through "Default Descriptions" to include PO text or description or Procurement Category that is on the Purchase Order.

I have currently used these fields and none populate the PO description or text

Thank you !

Grace

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Satish Panwar 14,669 Moderator on at

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RE: Changing description of Product Receipt transactions

Hi Grace,

it is not recommended to capture the information from line level. What if you have 50 lines, how would the description look in those cases. Also if users are looking from Audit perspective, they can always go back to PO and retrieve details or drill-down with the help of voucher.

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Grace1609 102 on at

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RE: Changing description of Product Receipt transactions

Thanks Matt, this means that the Product Receipt Voucher description is dependent on details on PO header and not PO lines. Is there a way/customisation where in Line details/Line description can be pulled onto the reference table. There could be multiple PO lines with different descriptions which will need to be captured in the Ledger account accruals to analyse the costs/spend.

Thanks!

Grace

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Rahul Mohta 21,028 on at

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RE: Changing description of Product Receipt transactions

without customizing just get PO header/generic fields and suggest if our response helped

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MATTGUO 22,336 Moderator on at

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RE: Changing description of Product Receipt transactions

Hi,

As i said previous, those fields you required to add to the description are all in line but the voucher is summary for product receipt.

Please consider adding the generic detailed information to PO header.

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Grace1609 102 on at

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RE: Changing description of Product Receipt transactions

Hi Ludwig, thank you for your time. I am happy with Element 1 & 2. I am looking at populating the Purchase Order text/description

For Eg : User raises PO for acquiring some MS Licenses and the PO has description as "MS Licenses" with Unit price, qty etc.

When Goods has been receipted, i want the description on the journal to be

"PO Number (Element 1) - Vendor Name (Element 2) - "MS Licenses" (Element 3)"

Now my question is how do I get the Element 3 (which the text/description on the actual Purchase Order).

Why i need this : While reviewing ledger accounts, the current description for Goods Receipt transactions are "Vendor Product Receipt" which gives me no details on what it relates to, hence the need for more detailed description.

Thank you !

Grace

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Rahul Mohta 21,028 on at

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RE: Changing description of Product Receipt transactions

I have seen them working for PO and vendor account

why would you need purchase type?

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Ludwig Reinhard Microsoft Employee on at

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RE: Changing description of Product Receipt transactions

Hello Grace,

If I have a look at the voucher then I cannot see a problem.

Here is what I see and understand:

Element 1: AU05-0000173

This must the be result of parameter no 4 and should hold the purchase order number.

Is that right?

Element 2: VENDDoveta

This looks like the vendor account/tax invoice account that you specified in parameter No 5

Element 3: Purchase order

This is the purchase type that you specified in parameter no 8

What it is that you would have expected in the description field?

To me this looks good.

Best regards,

Ludwig

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Christoph Thaler 5,442 on at

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RE: Changing description of Product Receipt transactions

Hi Grace.

Based on the information in DOCS this feature is available in theses countries.

Countries and regions

This option is available for the following countries and regions:

Brazil

China

Czech Republic

Eastern Europe

Hungary

India

Japan

Lithuania

Latvia

Poland

Russia

Maybe this is the reason for your problem?

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Grace1609 102 on at

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RE: Changing description of Product Receipt transactions

Thank you Ludwig. Please see the descriptions I have chosen and the Voucher text it has produced. I still cannot description. My concern is when Product has been receipted , there is an accrual journal posted in the Ledger account with description "Vendor Product Receipt" which is difficult to analyse what those costs /vouchers are for .

Thanks!

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MATTGUO 22,336 Moderator on at

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RE: Changing description of Product Receipt transactions

Hello Grace,

Those fields you required to add to the description are all in line.

From the point of my view, the voucher is summary for product receipt. If there are multiple lines, system can not record those fields. That is why lines table could not be found in the reference table.

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