Description in Debit Note

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Posted on by Community Member

Hello Everyone,

I was wondering if there is a way to list items that make the sum of the debit note in description.

My current situation and what I'm doing for work.

I am transferring from sales to purchasing. In Sales, I click customer/vendor Transactions and I am transferring the amounts owed to our purchasing side.

When I do this, it shows up at CRMxxxxxx. When I view the invoice (debit note) under description is only shows: CRMTRANSFER: DEBITxxxxxxx and the total amount.

What I want is, the items that I transferred to be listed under description individually and show what makes up the sum.

Thank You!

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Heather Roggeveen 9,144 on at

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RE: Description in Debit Note

Hi

Further to that - it might be helpful to know why you want that level of detail. There may then be suggestions of how it could be achieved.

Cheers

Heather
Heather Roggeveen 9,144 on at

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RE: Description in Debit Note

Hi

I don't believe that is possible. You may be able to do some customisation to add the details to the transaction note or similar.

Cheers

Heather