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Please I need help on this badly, I want to use the default description to achieve the following,
1. When posting sales invoice, I want on the GL account, the customer name. Looking at what the system has, it is only customer ID, which doesnt make sense to users, they want the name.
2. When posting free-text invoice, I want the description written to reflect on the GL account instead of "free text invoice".
3. When also posting vendor invoice, I want the description typed on the description field to reflect on the GL.
Sincerely, I must commend Microsoft on this default description thing, its really a great feature, but they should make it more flexible so users can pick the fields they want. This is because users say after all they key in description why shouldnt it reflect on GL.
Thanks in advance!
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you need to customize TransactionTxt class and the caller method like in your case its
PurchInvoiceJournalPost.initTransactionTxt
VendorInvoiceSourceDoc.parmTransactionText
and so on for other type.
add new method in transactiontxt class which return your desired value like SetInvoicedescription put that in string return.
now you have %7 which will display invoice description
@mariano, its from both purchase order and from the vendor directly. I created a new invoice directly from the vendor directly and posted. Also I posted from the PO also.
Are you posting your vendor invoice from a purchase order or a ledger journal?
@mariano, yes. I used purchase order-invoice, ledger
Have you set up default description for vend invoice in the default description form?
@mariano, the one for vendor invoice is quite difficult and also that of free text invoice. For vend invoice, I went to purchinvoicejournalpost and initransactiontxt, changed it to description, but it still didnt show, but the field is there. Please help!
Wow! Thanks a-bunch, u made my day! But I cant find the class for free text invoice, I know it uses the default description Customer-invoice,ledger, but I cant find the class. Thanks!
TransactionTxt class is the object used in order to inicializate the transaction text, you can add a breakpoint in the new method and post one journal (of course, you need to set up a text in the form you will find in organization administration\configure\Default descriptions) and then look at the point you need to do your modification. Fo example, for a sales order invoice, the method you need to modify is the initTransactionTxt in the SalesInoviceJournalPost class, and use custInvoiceJour.invoiceName() instead of custInvocieJour.InvoiceAccount
Thanks! But how do I modify the code?
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