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Change description of POSTED (purchase or sales) invoices

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Posted on by JohnnyLM

187

Hello BC Forum,

The scenario is as follows:

I created a purchase invoice with purchase lines G/L Accounts
I did not fill in the description so Business Central fills in the description automatatically with the name of the G/L Account
I posted the purchase invoice
Now I want to change the description of the posted purchase lines with a customized description

Example:

Posted Purchase Invoice: nr 1

Purchase lines:

G/L account Description Amount

2200 VAT 100.75

3000 Material 200.50

I want to change this into:

G/L account Description Amount

2200 VAT 7.7 % 100.75

3000 Raw material green 200.50

Is this possible and when yes (probably with configuration package): how do I configure / setup this configuration package?

Thanks in advance.

Greetings,

John

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JohnnyLM 187 on at

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RE: Change description of POSTED (purchase or sales) invoices

Hello SM,

This answer is much more like what I need, but, because I did not fill in the description of my invoices, BC filled in the description of all the invoicelines with the name of the Account. So I have to update these descriptions in bulk, not one by one.

Furthermore every bookkeeping program I know it is possible (as an administrator) to update (harmless) descriptions of posted invoices. It feels kinda strange to me that BC does not allow this and programmers have to extend such an simple but important feature.

Greetings,

John
JohnnyLM 187 on at

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RE: Change description of POSTED (purchase or sales) invoices

Hello JAngle,

Thanks for the quick and clear reply. I tried what you suggested and changed 4 descriptions, please see my printscreens (some of them are in german). For these changes I get 4 errors. So I don't think your answer works. Or am I doing something wrong here?

After applying the package

Greetings,

John
Suggested answer

Snehanshu Mandal 560 on at

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RE: Change description of POSTED (purchase or sales) invoices

Hello JohnnyLM,

Posted transaction can not be directly modified. Even harmless fields like Description as well directly. But this is not impossible can be done a bit differently.

I tried to create an extension for you to help you out on this. Below video shows the steps

[View:/cfs-file/__key/communityserver-discussions-components-files/758/UpdateDescription-V1.mp4:320:240]

For the App, I have created a new page and extended the Posted Sales Invoice Subform Page. Here is the code for the same:

1. UpdateInvoiceLineInfo.Page.al

page 90000 UpdateInvInfo

{

    PageType = Card;

    ApplicationArea = All;

    UsageCategory = Administration;

    Permissions = tabledata 113 = rmid;

    Caption = 'Update Invoice Line Description';

    layout

    {

        area(Content)

        {

            group("Current Info")

            {

                Editable = false;

                field(InvoiceNo; InvoiceNo)

                {

                    ApplicationArea = All;

                    Caption = 'Sales Invoice No.';

                }

                field(LineNo; LineNo)

                {

                    ApplicationArea = All;

                    Caption = 'Line No.';

                }

                field(Description; Description)

                {

                    ApplicationArea = All;

                }

            }

            group("Updated Info")

            {

                field(NewDescription; NewDescription)

                {

                    ApplicationArea = All;

                }

            }

        }

    }

    Procedure SetSINVInfo(SINVNo: Code[20]; SINVLineNo: integer)

    begin

        InvoiceNo := SINVNo;

        LineNo := SINVLineNo;

    end;

    trigger OnOpenPage()

    begin

        SalesInvoiceLine.get(InvoiceNo, LineNo);

        Description := SalesInvoiceLine.Description;

        NewDescription := Description;

    end;

    trigger OnQueryClosePage(CloseAction: Action): Boolean

    begin

        if CloseAction = CloseAction::LookupOK then begin

            IF NewDescription <> '' then

                SalesInvoiceLine.Description := NewDescription;

            SalesInvoiceLine.Modify(true);

        end;

    end;

    var

        SalesInvoiceLine: Record "Sales Invoice Line";

        Description, NewDescription : text[100];

        InvoiceNo: Code[20];

        LineNo: Integer;

}

2. SalesInvoiceSub.PageExt.al

pageextension 50000 SalesInvoiceSub extends "Posted Sales Invoice Subform"

{

    actions

    {

        // Add changes to page actions here

        addlast("&Line")

        {

            action("Update Description")

            {

                ApplicationArea = All;

                Image = UpdateDescription;

                Promoted = true;

                PromotedCategory = Process;

                trigger OnAction()

                var

                    UpdatePage: Page UpdateInvInfo;

                begin

                    UpdatePage.SetSINVInfo(Rec."Document No.", Rec."Line No.");

                    UpdatePage.LookupMode(true);

                    UpdatePage.RunModal();

                end;

            }

        }

    }

}

Hope tis Helps. You can further extend it as per your requirement. A word of caution: don't try modifying the important fields from the invoice

warm regards

SM [Snehanshu Mandal]
JAngle 83 on at

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RE: Change description of POSTED (purchase or sales) invoices

Resources to aid you: docs.microsoft.com/.../admin-how-to-prepare-a-configuration-package

There is a search facility for the table you need - but the number you need is 123

If you prefer learning by video try this: www.youtube.com/watch

Process flow you will go through:

Create configuration package

Add table 123

Export by excel

Make adjustment to data in excel and save the file

Go back to configuration package and import by excel

Apply the data

Check your invoice
JohnnyLM 187 on at

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RE: Change description of POSTED (purchase or sales) invoices

Hello JAngle,

Thanks for the reply.

I wrote: "is this possible and when yes (probably with configuration package): how do I configure / setup this configuration package?"

So it is possible according to you, but which table / tables are involved? Where do I find my posted invoice lines descriptions? etc.

Thanks for an answer more in detail rather then a quick general answer.

Greetings,

John
JAngle 83 on at

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RE: Change description of POSTED (purchase or sales) invoices

Posted data wise the “editable” property of fields is determined at page or table level. In the case of “Description” at table level it is editable. A configuration package is therefore a good way to try and adjust the data. If that does not breed the required results you could get a page developed for the purchase invoice lines table which exposes the “Description” field and you can edit it