Default Ledger & Stock Update Descriptions

When entering sales, and purchase orders, you will be asked for a description to use when updating the ledger and the stock files. This description is (usually) used on the statement and remittance advice and to identify the transaction and the invoice documents in the ledger enquiry.

This option allows you to set a default description to apply as the sales/purchase update description and, if different, the stock update description. The default is applied on creation of the order and can be amended on order header input or document production (subject to configuration).

Installation

Application User Facilities

An option has been added to the fourth screen of the Optional Features to enter the default descriptions.

To access the Optional Features select, from the main menu, Installation followed by Advanced Features Manager and Application User Facilities. Select the sales or purchase order processing application and then select Enter/Amend Orders followed by Advanced Input Facilities and then Optional Features.

Default HDR Description for Sales Trans

Default HDR Description for Stock Trans

Enter the default descriptions to be applied on creation of a new order. Note that often the stock description will be ‘cross-referenced’ as the sales/purchase description in the database profiles – if this is so then you should only enter the default sales/purchase description.