Batch Descriptions to G/L copies batch descriptions from the source application, such as A/P or A/R, to the system generated batch description in G/L.
When a new G/L batch is created, if the source ledger and type are configured for batch decription copy, the description of the source batch is automatically copied to the G/L batch.
If the G/L batch is configured to auto-post, the description is set before the post takes place, maintaining it through to the posted G/L.
The following batch types have been tested:
The customization can be extended to include other batch types, just let me know.
The demo below begins with the default Sage behaviour, which automatically sets G/L batch descriptions to a system generated string. Using Customization Manager, the Batch Descriptions to G/L customization is installed and then the copy of an A/P invoice batch description to the G/L is demonstrated.
The Batch Descriptions to G/L customization is included with a Customization Manager Standard license.
For more information or to buy a license, contact us.