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Non Stock Item Descriptions do not Populate on Pro Forma Invoices

  • 17 September 2024
  • 4 replies
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Using 24R1 - After creating a proforma invoice from the Run Project Billing action, we add additional services to the proforma.  When we add the non-stock item (service), the description is blank - it doesn’t populate with the description from the non-stock item screen.

Best answer by hdussa

Hello @brucewarrell96 ,

 

The Description field is a free text with no default value set. I would customize the screen to fill in the selected inventory item description.

Hope this helps!

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4 replies

iqraharrison
Captain II
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  • Captain II
  • 525 replies
  • September 27, 2024

@brucewarrell96 looking at the help topic, the description is pulling from the billing rule.  this is applicable to both progress and T&M billing rules.

 


Nilkanth Dipak
Jr Varsity III
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  • Jr Varsity III
  • 308 replies
  • September 28, 2024

Hi @brucewarrell96,

In the addition of @iqraharrison  answer, You can set Description from Billing Rules screen.

Hope, it helps!


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  • Author
  • Jr Varsity III
  • 48 replies
  • September 30, 2024

My issue relates to manually adding NEW lines directly to the proforma invoice.  You can select the non-stock item but most of the default information does not follow with it.


hdussa
Jr Varsity I
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  • Jr Varsity I
  • 75 replies
  • Answer
  • September 30, 2024

Hello @brucewarrell96 ,

 

The Description field is a free text with no default value set. I would customize the screen to fill in the selected inventory item description.

Hope this helps!


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