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Description Rule

Hello,

We have a requirement to display the AP invoice number in the GL journal line description.
To address this, we created a new description rule under Payables: Manage Description Rules in our test environment and validated it successfully. However, the rule is not reflected in the GL journal entries.

Based on our research, we believe the following steps are required:

  1. Assign the new description rule to the Line Description Rule under the Subledger Journal Entry Rule Set for Payables Invoice.
  2. Link the updated Subledger Journal Entry Rule Set to the Accounting Method using Manage Accounting Methods.

Questions:

  • Are steps 1 and 2 sufficient to activate the description rule?

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