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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Default description cu...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Default description customer payment ledger

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Posted on by pierre_willocquet 109
Hello,
 
I can not find where i can set up a default description for ledger lines. I can set up for customer payment line but not ledger:
 
Example:
 
here is the setup 
 
There is no customer - payment ledger (on the contrary to vendors)
 
Do you know where i can find the setup please ?
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  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 20,430 Most Valuable Professional on at
    Hi,
     
    Customer payment ledger do not exist. You can select and continue with the customer payment customer
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    Yes, I don't have this option in my test environment either.          

    As Billur said, you can use customer-payment, customer. In addition, an example is given in this blog, which uses vendor-payment, vendor. This setting flows to the Description field in the document when a transaction is created.
    https://www.loganconsulting.com/blog/default-descriptions-in-dynamics-365-for-finance-and-operations/
    Best Regards,
    Hana

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