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Transaction Description Defaults to Header Description

  • December 10, 2020
  • 1 reply
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Is there a way to tell the system to look at the header description in an entry form and pull it to the line detail transaction description? It’d be nice to have this in other screens, but I’m particularly interested in the Bills & Adjustments screen (below is an example invoice to demonstrate). Right now we have manually type in the transaction description each time.

 

Best answer by Gabriel Michaud

Hi @cshaheen26,

It can be achieved with a simple customization. Here’s a demo: https://recordit.co/tNjRgsDQFw.

The customization is attached to this message. For reference, the customization includes two things:

  • Sets CommitChanges to TRUE on the document description to ensure it is sent back to the server immediately when you tab out of the field
  • Overrides the attributes of the APTran.TranDesc field to default from APInvoice.DocDesc

If you’re not familiar with the process of publishing a customization, please ask your Acumatica consultant.

 

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Gabriel Michaud
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Hi @cshaheen26,

It can be achieved with a simple customization. Here’s a demo: https://recordit.co/tNjRgsDQFw.

The customization is attached to this message. For reference, the customization includes two things:

  • Sets CommitChanges to TRUE on the document description to ensure it is sent back to the server immediately when you tab out of the field
  • Overrides the attributes of the APTran.TranDesc field to default from APInvoice.DocDesc

If you’re not familiar with the process of publishing a customization, please ask your Acumatica consultant.

 


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