How can we setup a different description that would appear on customer-facing forms (sales orders, invoices, etc.)? We have some stock items that have slightly different configurations but we would like them to have the same description on a SO or invoice. We do however need the additional detail for our team to be able to differentiate which stock item we are putting on the transaction.
Best answer by harutyungevorgyan
Hello
As of now, Acumatica doesn’t offer built-in functionality to override the line description — it simply pulls the value from the Inventory Item by default.
However, this behavior can be customized. You can add a custom description field to the Inventory Item and then implement a small piece of logic to use that field as the default on the Sales Order and Invoice screens, instead of the standard item description.
Or
You can create a custom text field for the Items in Stock and Non-Stock Items screens. This field can be used for your internal description while leaving Acumatica to display the item description as it is.
+2Hello
As of now, Acumatica doesn’t offer built-in functionality to override the line description — it simply pulls the value from the Inventory Item by default.
However, this behavior can be customized. You can add a custom description field to the Inventory Item and then implement a small piece of logic to use that field as the default on the Sales Order and Invoice screens, instead of the standard item description.
Or
You can create a custom text field for the Items in Stock and Non-Stock Items screens. This field can be used for your internal description while leaving Acumatica to display the item description as it is.
+1If the customer description is only needed on the reports (invoice, sales order, etc.), you can create a user-defined field at the Stock Items screen and use it in the Report Designer. You would then not be able to change it on a particular document but could add a line note. Not a perfect workaround but it’s another one. :)
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