Description of Posted invoice in GL Entry

sankar

Hi All,

Can you please tell me is it possible to bring Posted invoice (Both Sales & Purchase) description into GL Entry (right now its giving invoice along with invoice number).

David_Cox

If you look at the Sales Header and Purchase Header tables there is a field called "Posting Description", if you add this to the forms for the unposted documents, whatever you put in this field will copy to the ledgers.

sankar

Hi david,
Thanks for the reply but my customer is asking what are the description they are typing in open sales or purchase it should be captured.. can u advice on this....

Alex_Chow

sankar wrote:

Hi david,
Thanks for the reply but my customer is asking what are the description they are typing in open sales or purchase it should be captured.. can u advice on this....

Umm.... It should be whatever your customer wants to see since they're the ones that are using the data. :-k

David_Cox

As Standard you can Only take the "Header" posting description down to the ledger entries. :roll:

If you add the "Posting Description" to the unposted documents then the customer can put in a description if they want to, this can be done at litle cost and easy upgrade.

So say you have an Invoice come in for Business Rates, instead of the ledgers saying "Invoice 1234", the User can type in "Business Rates 4th Quarter", but only this field is copied from the header to the ledgers.