how to config for PO line text adding to General Leger description

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Hello Team

currently, when we do Goods Receipt (GR) for service/goods for PO, the posting transaction will be automatically processed. in the general ledger (GL) view, we can't see the detail of the goods/service that we are doing GR in GL description. this is hard for expense analysis. can you please advise how to config to replicate the name of the goods/services in PO text line item to GL description?

Many thanks

Kiet

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Community member 10 on at

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how to config for PO line text adding to General Leger description

Thank you very much for your consultation. it's settled my question :)
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saurabh bharti 15,029 Super User 2024 Season 2 on at

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how to config for PO line text adding to General Leger description

Hi,

as mentioned by other people in response. We can not populate line details on financial posting description. We can populate only header information applicable to all lines using default descrition.

For any analysis at line level it can using financial dimension or may be some customization
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BillurSamdancioglu 16,089 Most Valuable Professional on at

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how to config for PO line text adding to General Leger description

Hi,

This is a common need but this can not be done. Only header info is seen on the descriptions.

This can not be done while the grouping on posting is done by GL accounts in GL transactions.

2 different items can have same GL account.

You can go for a customization.

Easier customization can to use dimensions and update dimensions for line to have the dimension of the services.

If it is items. already, you may use the dimensions without any customization.
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Hana Xue Microsoft Employee on at

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how to config for PO line text adding to General Leger description

Hi,
You can also refer to the default description on how to set up automatic posting mentioned in the official documentation.
Set up default descriptions for automatic posting - Finance | Dynamics 365 | Microsoft Learn
The documentation mentions that you can add text to the default description for certain transaction types, supported transaction types include Purchase Orders. You can set this up by navigating to Organization Management > Settings > Default Description, as shown in the screenshot.

Best Regards,
Hana
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Ramit Paul 22,295 Most Valuable Professional on at

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how to config for PO line text adding to General Leger description

Hi,

You can explore the default description feature in D365, example, I have configured for PR and whatever the PR number is, the same will flow to voucher description, see below.