Post#33: Default Descriptions

In AX 2012 certain default descriptions are posted in the General Ledger via a voucher from a variety of transactions.

For e.g in the case of Purchase Order invoice. The text “Vendor invoice” is displayed by default in the vouchers. Looking at the purely General Ledger transactions this description is not very helpful. Shown below is the accounts payable trade payables main account posted transactions with this description:

This description of “vendor invoice” is only posted with PO invoices and not manual Accounts Payable invoices like Invoice Journals where the correct narration is displayed.

On researching I realised we need to create two descriptions one for the ledger and one for the vendor transactions.

The setup is as follows:

Navigate to “Organisation Administration>Setup>Default Description”

For the vendor transactions description:

For the vendor invoice voucher which impacts the ledger and effects the narration:

After setup if we look at the before and after pics you can see what the effect is now.

Vendor Transaction Before setup:

Vendor Transaction After setup:

As you can see in the above screenshot that now the text entered in the invoice description appears correctly in the description of the vendor transactions.

Invoice Voucher Before setup:

Invoice Voucher after setup:

As you can see in the above screenshot that now the text entered in the invoice description appears correctly in the description of the voucher transactions in the General Ledger.

Note:
1) These default descriptions are all company specific so you will need to set it for each company.
2) These changes once done will only effect new transactions. I do not recommend changing any of the old transactions via a job for audit reasons.

That is all folks. Keep on Daxing.

4 thoughts on “Post#33: Default Descriptions

    1. This post is not to do with product size on the product. Check your product master that defines the configuring product variant. Size is a type of product dimension.

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  1. Hello, our client came up with exactly the same requirement – to replace the default description with the narration – thank you for the post. in our setup, we could not see the Parameters grid section/fasttab. is there any other setup to enable it?

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