Default Description

(0) Share

Report

Posted on by Community Member Microsoft Employee

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!

*This post is locked for comments

All responses (10)

Answers (1)

faheem Ahmed 450 on at

Like (0)

Report

RE: Default Description

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
Community Member Microsoft Employee on at

Like (0)

Report

RE: Default 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.
Mariano Gracia on at

Like (0)

Report

RE: Default Description

Are you posting your vendor invoice from a purchase order or a ledger journal?
Community Member Microsoft Employee on at

Like (0)

Report

RE: Default Description

@mariano, yes. I used purchase order-invoice, ledger
Mariano Gracia on at

Like (0)

Report

RE: Default Description

Have you set up default description for vend invoice in the default description form?
Community Member Microsoft Employee on at

Like (0)

Report

RE: Default Description

@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!
Community Member Microsoft Employee on at

Like (0)

Report

RE: Default Description

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!
Verified answer

Mariano Gracia on at

Like (1)

Report

RE: Default Description

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
Community Member Microsoft Employee on at

Like (0)

Report

RE: Default Description

Thanks! But how do I modify the code?
Guy Terry 28,626 Super User 2024 Season 2 on at

Like (0)

Report

RE: Default Description

Hi Dammy,

I assume you've tried %1 to %6 to see what happens? It's a great framework to add your own. e.g. %7, but as you say, if want you want isn't there, this is a code modification.