Default Descriptions on Customer Payment Journal Voucher

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Posted on by Afonso Rodrigues

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Dear all

I hope this post finds you well.

I have defined the following default description:

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When the payment journal is posted I can see the description in the customer's transactions:

In the Voucher, I can only see it in one of the lines:

And in the actual Journal I also do not have any description:

Does anyone know how can I also populate this two fields with the same description?

Thanks.

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saurabh bharti 15,059 Moderator on at

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Looks like we are missing this default description, like how we have Customer -invoice for both ledger and customer. We should have for payments but for payment we have only for customer trans

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Afonso Rodrigues 229 on at

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Yes, exactly. I have done this for Invoices and it worked fine with those two default descriptions. But for payments I was wondering if maybe there is any other default description.

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Ludwig Reinhard Microsoft Employee on at

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Hello Alfonso,

Can you share details how your method of payment is setup?

Depending on this setup the details from the invoice will be inherited into the payment journal and voucher.

Best regards,

Ludwig

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Afonso Rodrigues 229 on at

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Hi Ludwig

The payment method used in the example I gave is set up as follows:

But this setup can change regarding the type of sale (if it is retail or not).
In fact, If I set up the Default Description to have the payment method, it will only shows the payment method if the used payment method is defined in the AR Payment Methods.
If it is a retail sale, with the used payment method defined in the retail payment methods, it will not appear in the description.

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Ludwig Reinhard Microsoft Employee on at

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Hi Alfonso,

In your case the invoice description should be inherited into the payment voucher.

Can you double check and compare your setup with what has been described here:

dynamicsax-fico.com/.../

Best regards,

Ludwig

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Afonso Rodrigues 229 on at

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Hello Ludwig

Thank you for your answer.

I have watched the video that you mentioned and applied the corresponding configurations.

As mentioned in the video, the payment description is only populated if we post the Customer Payment Journal via Payment Proposal. However, in the scenario that I am working, I have a specification where the Customer Payment Journal is automatic posted and settled against the Invoice upon the Invoice Posting moment. This makes it impossible to post the Journals via payment proposal and, thus, the description remains blank.

Do you have any ideia how can make this work in any other way?

Thank you.

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Ludwig Reinhard Microsoft Employee on at

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Hi Alfonso,

I see.

If you make the payment and settlement at once then you might need a system modification. Please have a talk with a colleague from the development department to see what can be modified to achieve what you need.

Best regards,

Ludwig

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Afonso Rodrigues 229 on at

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Hi Ludwig.

Thank you for your attention on this question.

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