Default description for pending vendor invoices - Needs customizations?

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Posted on by Kristina K

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Hello!

I have been trying to figure out if I can have the vendor name in pending invoice default descriptions added, but it seems not possible to get without customizations. This is how I set this up.
The vendor name will not be visible here (because not using PO I guess) But is there any other setup I am missing out here?

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Kristina K 272 on at

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Default description for pending vendor invoices - Needs customizations?

Hello all!

Thank you for your answers. My customer took the decision to start using accounting source explorer and export to Excel for this purpose instead of going for a customizations solution.

Thanks a log
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BillurSamdancioglu 15,786 Most Valuable Professional on at

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Default description for pending vendor invoices - Needs customizations?

If you use dimensions, in this case you will be able to see the name in some of the reports like trial balance etc.

But otherwise yes you need customization
Kristina K 272 on at

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Default description for pending vendor invoices - Needs customizations?

Hello @BillurSamdancioglu.

Thank you for answering. The thing is that I really would like to get the vendor name in the descriptions instead of the number.
The proposal from Alireza only seem to be working if the company is using PO which is not in this particular case. It is in the description for
a pending vendor invoice that I want to have it. But I guess the only way seem to be customizations

I hope I am wrong here :-)
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BillurSamdancioglu 15,786 Most Valuable Professional on at

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Default description for pending vendor invoices - Needs customizations?

Hi,

You may proceed in the way as Alireza mentioned but if it is for reconciliation purposes, there are two ways you may use rather than the description.

1. Use vendor account as dimension

2. USe vendor reconciliation with GL reports.
Kristina K 272 on at

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Default description for pending vendor invoices - Needs customizations!

I want to have the information in the description of the vendor name and not the vendor number (SWE-000071) like it is showing in this example posting for a vendor invoice. The reason for having the description is to facilitate the reconciliation of main accounts easier for the accounting staff.

If there is not OOB then customization may have to be considered :-)
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Alireza Eshaghzadeh 12,189 Super User 2024 Season 2 on at

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Default description for pending vendor invoices - Needs customizations!

Hi Kristina,

Can you elaborate about where do you want to have this default description?
If you mean on vendor transactions, I have chosen Purchase order - invoice, vendor and it works fine while you post a PO: