Skip to main content

Notifications

Microsoft Dynamics AX (Archived)

Default Description

Posted on by 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

  • faheem Ahmed Profile Picture
    faheem Ahmed 450 on at
    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 Profile Picture
    Community Member Microsoft Employee on at
    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.

  • RE: Default Description

    Are you posting your vendor invoice from a purchase order or a ledger journal?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Default Description

    @mariano, yes. I used purchase order-invoice, ledger

  • RE: Default Description

    Have you set up default description for vend invoice in the default description form?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    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 Profile Picture
    Community Member Microsoft Employee on at
    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
    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 Profile Picture
    Community Member Microsoft Employee on at
    RE: Default Description

    Thanks! But how do I modify the code?

  • Guy Terry Profile Picture
    Guy Terry 28,621 Super User 2024 Season 2 on at
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,188 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,030 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans