Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Default descriptions n...
Finance | Project Operations, Human Resources, ...
Suggested answer

Default descriptions not working

(1) ShareShare
ReportReport
Posted on by Shaun Hawkshaw 977

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

  • FC-24090602-0 Profile Picture
    FC-24090602-0 17 on at
    Default descriptions not working
    Hi, I am currently encountering the same issue, I set this attached parameter for one entity but not working for another entity, what might cause this issue? 
     
     
  • Suggested answer
    Pawel_Kolosza Profile Picture
    Pawel_Kolosza 18 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 977 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 977 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 977 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans