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Submitted by Leanne Paul on 18 March 2020

Copying Sales and Purchase Invoice Line Descriptions to the G/L Entries in Microsoft Dynamics 365 Business Central, v15

Microsoft Dynamics Business Central, v15 has included a feature that many Microsoft Dynamics NAV customers have asked for over the years – the ability to copy the Description from the Purchase or Sales Invoice Lines to the Description field on the G/L Entry.

In the past, Dynamics NAV would use a generic description, like “Invoice 1015,” for the G/L Entry Description. If there were two lines on the invoice with the same G/L Account, NAV would post one G/L Entry for the two lines with the same generic description.

Purchase Invoice with 2 lines for the same G/L Account:


Figure 1 – Purchase Invoice with 2 lines for the same G/L Account in MS D365BC v15

Resulting G/L Entries:


Figure 2 – The resulting G/L Entries in Microsoft Dynamics Business Central, v15

In Microsoft Dynamics Business Central, v15, you can choose to post additional lines per G/L Account and copy the line descriptions to the G/L Entries. The following screen shots are from the Purchases & Payables Setup. The same options exist on the Sales & Receivables Setup for Sales Invoices.

  1. To enable copying the line descriptions, set “Copy Line Descr. To G/L Entry” on:

    Figure 3 – Turning on Copy Line Descr. to G/L Entry in the Purchases & Payables Setup in Microsoft Dynamics Business Central, v15
  2. Create a Purchase Invoice with 2 lines for the same G/L Account:

    Figure 4 – More than one Purchase Invoice Line for the same G/L Account No. in Microsoft Dynamics Business Central, v15

The resulting G/L Entries: Two lines for the same G/L Account with descriptions copied from the Purchase Line Description.


Figure 5 – The resulting G/L Entries with descriptions from the Purchase Invoice Lines in Microsoft Dynamics Business Central, v15

 

If you have any questions about invoice postings or other Microsoft D365BC or Dynamics NAV questions for any version, contact ArcherPoint.

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