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Default Descriptions

 In D365 F&O there are ways to manage the descriptions. You may find the list below:


  • Manual: You may fill the description in the journals per line before you post the transactions. you may fill both for account and offset account. If you define a description before, you may select one from the list.


  • Automatic: Some transactions are auto created to the journals or on transactions default from the hard coded codes, like asset lease management and some functionalities in TMS management.


  • Default Descriptions: You can setup default descriptions by transaction type (sales order invoice, Po invoice, revaluation etc). On the transaction types you can use static (constant) text and/or variables.


  • Specific Cases: There are specific cases like revaluation. If you define the text during to run in revaluation process, system uses that information instead of to use the definition on the default description. Or if there is no setup on default descriptions, cancel operations use the original text.


  • Settlement Reversal: Settlement reversal use the same text on definition on the default descriptions for settlement but fills "RE:" standard text upfront.


  • Proposals on the Journals: If proposals are being used on the journals like payment and depreciation journals, even these are journals, system uses default descriptions to fill the journal lines.

 

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