Default Transaction Description to Account Item

When posting invoices to the ledger the system prompts for the transaction description, this new feature allows you to set the default description to be picked up from the first data item selected within the ‘Account Items to be Displayed/Printed’ parameter screen – usually the account name – which is of particular use when invoicing against cash sale accounts.

Installation

Document Design Manager

This new option is set within the document parameters for the invoice document parameters. To update Diamond and Premier users should select Installation followed by Application Manager and then Document Design Manager, Compact and Professional users should select Installation followed by Document Design Manager.

From the list of application documents select Invoicing Documents and then select the document type and then the list of documents is displayed, enter the document number required and the document mask is displayed.

To set a default description from the account items select the Parameters option from the main toolbar and move to screen ’7 – Account Items Displayed / Printed’ by selecting the ACTION button and selecting the required screen from the list.

First Item = Description– set to default the update description for generated sales/purchase and stock transactions to be the value from the first account display item above.