Setup – Post Invoice Description

Using standard Microsoft Dynamics BC365, the description posted in accounting from invoice’s lines is a standard description defined for the entire document. In practice, there are situations in which the users want to have supplementary details in accounting. For these cases, a functionality that allows the system to register in accounting all the changes inputted by users on document’s lines level was developed.

Note

A check mark in the field Copy Line Description to G/L Entry, from Sales & Receivables Setup and Purchases & Payables Setup, indicates that the system will post supplementary details from invoice’ s lines.

To post the description from invoice’s lines:

1. Choose the Tell Me feature icon, enter Sales & Receivables Setup/ Purchases & Payables Setup, General tab, and mark the check box for Copy Line Description to G/L Entry.
2. On you Purchase/Sale Invoice Line you can add a supplementary detail in the field Description.
3. After posting, you can verify the new GL entry description for the posted invoice.

[!Posted Results] Description field from GL entry reflects the changes made by user in the description field from invoice line.