Dynamics 365 Business Central: Copy Sales and Purchase Line Descriptions (Type G/L Account) to G/L Entries

Hi, Readers.
Today I would like to talk about how to copy Sales and Purchase Line Descriptions (Type G/L Account) to G/L Entries in Business Central.

As you might know, you use general journals to post financial transactions to general ledger accounts and various other accounts. The other accounts include bank, customer, vendor, and employee accounts. For example,

When we post, the general line descriptions will be copied to the G/L Entries

And sales and purchase documents can contain different types of lines, such as G/L Account, Item, Resource, or Fixed Asset.

But there is a small problem here. When we post G/L Account in Sales Document or Purchase Document, line descriptions will not be copied to G/L Entries. For example,

Document Type + Document No.:

But when reconciling or auditing data, such as expenses, it is useful to see the source document line description in the general ledger entries. Is it possible to modify this standard behavior? Yes of course.

On the Sales & Receivables Setup and Purchases & Payables Setup, you can choose the Copy Line Description to G/L Entry check box to define for sales and purchase documents that the description text on lines of type G/L Account is carried to the resulting general ledger entries.

Sales & Receivables Setup:

Purchases & Payables Setup:

For example, in the sales order above, after enabling this setting, we can see that the description on the line will be copied to G/L Entries.

Test video:

Very simple, give it a try!!!😁

PS:
1. This feature is also available for the service documents, Service Management Setup:

2. Dynamics 365 Business Central: How to keep “Description” in Item Ledger Entries (Copy Item Descr. to Entries)

END

Hope this will help.

Thanks for your reading.

ZHU