GL Entry Default Description
GL entry default description feature allows you to define templates for default GL Entry Description. This feature is available for general journals as well as for sales and purchase documents.
Value parameters
Description template setup is made using value paramaters. Following table describes the information matching to each value.
| Value | Source Information |
|---|---|
| %1 | Document type / Entry type |
| %2 | Document No |
| %3 | Document date |
| %4 | Posting date |
| %5 | Account type / ‘Customer’ / ‘Supplier’ |
| %6 | Account No / Bill-to / Paid |
| %7 | Account Name / Billed / Paid |
| %8 | Account Name 2 / Billed / Paid |
| %9 | Account Name / Sell-to account no / Ordered by |
| %10 | Account Name Sell-to account name / Ordered by |
| %11 | Due date |
| %12 | Payment method code |
| %13 | External document No |
General journals
GL entry default description feature can be used for any kind of entry in general journals (GL Account, customer, supplier or bank).
General journal template setup
You can create one custom default description per journal template. Open the General Journal Templates list. In the additional field Default Description enter value parameters to form the desired default description string.
Check result
When creating a G/L Entry line in the general journal you’ll now get automatically the description filled in according to the defined value parameters.
Sales Documents
Sales and receivables setup
You can define the new default description for sales document in the field Default Posting Description on the Sales & Receivable setup card.
Check result
You can check the result on a sales order (after adding the posting description field using the Personalize/Design functions):
Purchase Documents
Purchases and payables setup
You can define the new default description for purchase document in the field Default Posting Description on the Purchase and payables setup card.
Check result
You can check the result on a purchase return order (after adding the posting description field using the Personalize/Design functions):
