Unable to configure default descriptions for Vendor Invoice journals

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Posted on by SantoshK

Hi Everyone,

Need help with 2 queries.

1. Does anyone know which "description" can be used to get the default description for transactions posted through AP>Vendor Invoice journals. I see that the vendor payments one is working but I can't seem to find the one for Vendor Invoices. However, I find PO Invoice but thats not working for Vendor Invoice.

When I looked for documentation I see that the vendor Invoice journals is not available in the list.

Here is the link: https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/set-up-default-descriptions-for-automatic-posting

2. For vendor payment journals, I need the vendor name in the default description but it doesnt seem that we can add the name. Has anyone customized to include the name in the descriptions. How hard that is?

Appreciate your responses.

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SantoshK 37 on at

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Any responses to this question are appreciated. Please add your thoughts.

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Mohit Rampal 12,565 Moderator on at

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Hi Kumar, This seems to be discussed here.

Check this out, although not sure but hope it helps.

community.dynamics.com/.../customizing-default-description-for-vendor-invoice

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SantoshK 37 on at

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Thank you Mohit for your response. I went through that link and that is for related to Purchase Invoice and I am looking for something on Vendor Invoice journal. So far, I didn't get any break through on how can we get this working for Vendor Invoice journals. May be that is a gap.

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Magno Pereira 2,435 Moderator on at

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Hey Kumar,

As far as I know, there's no way to configure the default description in the vendor invoice journal. To standardize the description entered by the users, I'd recommend setting up Journal descriptions.

About the question 2. If the Remittance location works for you can consider using it. It's available.

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SantoshK 37 on at

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Hi Magno,

Sorry, visiting the community after many days and therefore delay in response. We went ahead with a small customization for Vendor Invoice journals.

For payment journals also, we went ahead with customization since we wanted this to be populated during some other integration also. I believe your suggestion might work for payment journals. Marking this as solved so that someone else can get benefitted.

Thanks for taking the time to respond.

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Magno Pereira 2,435 Moderator on at

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My pleasure, Kumar! Glad that you overcome it.

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