How_do_I_add_the_GL_activity_and_description_to_a_PO_2025.02_

How do I add the GL activity and description to a PO? (2025.02)

Issue

I want to add the GL activity number and description to the printed purchase order. 

 

Explanation

In accounts payable, the GL activity number refers to a financial transactions that have been posted to accounts withing an organization's general ledger. These activities provide a detailed history of all the changes to the account balances over a specific period. 

 

Solution

You need to be running version 2025.02 or later. To add the GL activity to a printed PO, add the GL activity variable to the PO form definition. Adding the GL activity variable will insert the GL activity title and description. 

From the Print Purchase Orders report, click the Forms tab, and then use the Form menu to select Edit This Form. 

Form menu, Edit this form 

 

In the Forms editor, click Variables . A variable will be added to the editing window.

Settings

 

Click Settings . Start typing in GL Activity, and then select GL Activity Title. Click OK to add the variable to the form.

Finally, drag and drop the variable to position it on the PO form definition. 

 

 

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