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.
Answer
Non Stock Item Descriptions do not Populate on Pro Forma Invoices
Best answer by hdussa
Hello
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!
+8
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+13Hi
In the addition of
Hope, it helps!
Dipak Nilkanth || MVP @2025 || https://www.linkedin.com/in/dipak-nilkanth-293591102 || Acumatica Developer
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.
+1Hello
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!
~ Harish Dussa
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