Posting Description
Polish Localization enables you to enter transaction posting descriptions. These posting descriptions are saved in the General Ledger Entries table. The posting description feature is available for the following document types:
sales document,
purchase document,
service document.
Setting up the Standard Posting Descriptions
In order to standardize the process, the functionality enables you to define standard descriptions for different document types. The standard descriptions can be entered manually in the document. To enable the entering of posting descriptions automatically, define the set up to use the document number series template functionality.
To define the settings required:
Choose the icon, enter Posting Descriptions, and then select a related link.
The Posting Descriptions page displays a list of standard posting descriptions that have been created. Select Edit List to change the setup for the existing description or New, to create a new description. In the new line, complete the following fields:
Code - Specify a code of the new standard description.
Description - Specify a name of the new standard description for easier identification.
Type - Specify a document type for which the posting description is designed. The following document types are available:
sales document,
purchase document.
Posting Description - Specify the description to be dispayed.
Using posting Descriptions in the Document.
If posting descriptions are used in the document, the Description field contains the relevant settings in the general ledger entries created while posting.
Creating Custom Descriptions on Documents
To add a custom description within a document:
Open a document to which you want to add a posting description.
Fill in the Posting Description field.
Using Standard Descriptions on a Document
To use a posting description you have created:
Open a document to which you want to add a posting description.
Iin the Posting Desc. Code select a posting description that is available for a specific document type. The Posting Description field is filled in automatically.
Note
The Posting Description field becomes uneditable. To edit this field, remove the value in the Posting Desc. Code field.
Inserting Standard Posting Descriptions for a Document
The functionality enables you to enter standard posting descriptions for new documents you create. To do this, set up and use the Document Nuer Series Templates.