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Default descriptions not working

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Posted on by Shaun Hawkshaw 975

Hi there,

Please advise why my default descriptions cant be seen on the following screens:

1. All vendors > Vendor > Transactions
2. Open vendor Invoices

I have set them up as below.

pastedimage1616672731032v1.png

pastedimage1616672741231v2.png

When I create the purchase invoice. I fill in the invoice description field. It doesnt show up.

Thanks,

Shaun

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Other
Financial Management
  • Suggested answer
    Pawel_Kolosza Profile Picture
    Pawel_Kolosza 16 on at
    Default descriptions not working
    Hi Shaun,
     
    do you have the default describtion for Purchase order - invoice, vendor with same setup as Purchase order - invoice, ledger?
    On you screens it's missed. Then you should get your default invoice description in vendor transactions.
     
    Regards,
    Pawel.
  • Shaun Hawkshaw Profile Picture
    Shaun Hawkshaw 975 on at
    RE: Default descriptions not working

    Hi there.

    Can we confirm that the default descriptions is only for the voucher?

    I am trying to see it in this screen and I think it doesnt show there.

    pastedimage1617083944504v1.png

    Thanks,

    Shaun

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Default descriptions not working

    Hi Shaun,

    Can you please try the following:

    1) Instead of entering %4 in the text field enter "%4 - test text". I would like to see if the "test text" part will be shown in the description

    2) Can you check that there is no issue with the language setting en-US and the language used for the vendor and your purchase order?

    Best regards,

    Ludwig

  • Shaun Hawkshaw Profile Picture
    Shaun Hawkshaw 975 on at
    RE: Default descriptions not working

    Hi there,

    Any new one I create, there are no descriptions.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Default descriptions not working

    Hi Shaun,

    Did things work as expected with your new PO invoice or are the descriptions still missing?

    Best regards,

    Ludwig

  • Shaun Hawkshaw Profile Picture
    Shaun Hawkshaw 975 on at
    RE: Default descriptions not working

    Hi Ludwig,

    I created a PO, did receipt and then did an Invoice.

    Thanks,

    Shaun

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Default descriptions not working

    Hi Shaun,

    Did you post the invoice in an invoice journal?

    I am asking because the default description that you selected is related to a purchase order and not to an expense invoice that you post in an invoice journal.

    Best regards,

    Ludwig

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