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Default Transaction Description in Document Processing

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)

Custom Fields
  • Release ID: 6.2
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