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Default Transaction Description in Document Processing |
Article Number: 212 | Rating: Unrated | Last Updated: Wed, Jun 14, 2023 at 5:32 PM
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Datafile Software Default Transaction Description in Document Processing On update of stock and the sales/purchase ledger from order processing documents the system usually applies the description on the generated transactions from specified item(s) on the sales/purchase order header. This new feature allows for the description to be set from within the document itself. Installation
Document Design Manager The alternate description is set within the document
parameters of the Order Processing document concerned. To update the layout Professional users should select,
from the main menu, Installation followed by Document Design Manager. Diamond and Premier Users should select installation from the main menu and
then Application Manager and Document Design Manager. From within the Document Design Manager
select the Sales or Purchase Order application and then the document type
required and the available documents will then be listed. Enter the document number required at the
foot of the screen and the document layout will be displayed on screen. To update a default transaction description
select the Parameters option from the main toolbar and move through to screen
15 ‘Copy Data Items between Data Files’. Alternate Description for Ledger – enter text to use as the transaction description. If you include the text MMM or YY or YYYY within the description then this text is replaced with the month or year (based on document processing date) |
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