Free text invoice

Finance and Operations/AX User Forum
1

Hi,

When we post a free text invoice, we can put some text in the Description field under ‘Invoice lines’ tab.

Once done, if we check in the GL, then we cannot find this text anywhere.

Is this the standard functionality?

Any work arounds?

My objective is if i put some reference (say 10-15 characters) while posting a free text invoice, it should appear in the GL in any field.

regards

2

Hi,

The text entered on a free text invoice is recorded in the field CustInvoiceLine.InvoiceTxt. As this field is not included in the ledgertrans table, you cannot identify it when you try to find it in the GL chart of accounts.

Possible workaround: Use a reason code.

Hope it helps.

Cheers,

Ludwig

3

Hi,

I tried, by putting a reason code and posting the Free text invoice, but unfortunately when i check in the LEDGERTRANS, i could not find the reason code in any of the fields.

thanks and regards

4

Hi,

The reason code is not saved in the ledger trans but you can identify it in the GL if you select the ledger account and then select transactions. The reason code posted can be found in the general tab.

Cheers,

Ludwig

5

Hi All,

Please tell me when we use free text invoice details ? for what ? Customer, Vendor or Fixed assets ?

6

Hi,

it can be used only for customers and to invoice for any services (which are non-inventory)

regards

TP

7

I have a visualization of free text field on grid here http://www.dynamicsaxlatino.com/campos-de-texto-multilinea-en-cuadricula/

8

Hi,

AX provides abitlity to customise transaction text field in ledger trans table to populate description from custome fields.

Below link shows how to customise the transaction text.

http://allcomputers.us/windows_server/microsoft-dynamics-ax-2009—changing-automatic-transaction-text.aspx

I have used same in my current project to show text from a field in Free Text Invoice form to LedgerTrans table.

Hope this helps.