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When realized exchange gain/loss transactions are posted there is no description visible. The description for these automatic transactions is driven by the missing setup for Settlement default description which is currently not supported by MS: Set up default descriptions for automatic posting - Finance | Dynamics 365 | Microsoft Docs.


This is required by some clients, as they would like to see the same description as on the invoices itself and currently this is not possible without abovementioned setup.

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Comments

Z

Sorry forgot to add, we can not set up Default description for the settlement with parameters.

Category: Cash and bank management

Z

Also, when the financial dimension value on payment is different from the financial dimension value on Invoice, system will generate Settlement voucher transactions, we cannot set up Default description for the Settlement voucher transaction, too.Requesting design change to allow cx to set up default description for Settlement voucher transaction and exchange gain/loss voucher transactions.

Category: Cash and bank management