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Finance | Project Operations, Human Resources, ...
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Default description customer payment ledger

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Posted on by 99
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 ?
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Default description customer payment ledger
    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
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,811 Most Valuable Professional on at
    Default description customer payment ledger
    Hi,
     
    Customer payment ledger do not exist. You can select and continue with the customer payment customer

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