·
2 min read

Default descriptions Key4 – Key6 definitions

I’ve seen a few requests asking to provide a list of all transaction types and the correlating key definitions that can be used to default text of the accounting entries in the general ledger. I’ve made a research looking at the cross-references of the TransactionTxt class and here’s what I’ve got.

Standard AX normally populates the default description for all transaction types where possible with the following info:

  • %1 – Add the transaction date.
  • %2 – Add an identifier that corresponds to the document type that is being posted to the general ledger. For example, for transaction types that are related to invoices, the %2 variable adds the invoice number.
  • %3 – Add an identifier that is related to the document type that is being posted to the general ledger. For example, for transaction types that are related to invoices, the %3 variable adds the customer account number.

The other placeholders %4 – %6 are automatically populated for the following document types and provide information as stated below in the columns %4, %5 and %6:

Area Transaction type %4 %5 %6
Accounts payable Purchase prepayment Purchase order
Accounts payable Purchase order invoice, packing slip, charges Purchase order Vendor Vendor group
Accounts receivable Commission transactions Person responsible (alias)
Accounts receivable Customer collection letter Account number
Accounts receivable Interest fee Customer Transaction text
Accounts receivable Customer invoice Customer Customer group
Accounts receivable Sales Invoice, packing slip Sales Order Customer Customer group
Budget Budget consolidation Subsidiary company
Expense Expense report Expense report number Worker personnel number Expense report text
Fixed assets Asset depreciation, split Asset Asset Group
Fixed assets Depreciation of asset reserve Asset Depreciation Book
General Customer/vendor Exchange Adjustment Customer/Vendor
General Customer/vendor settlement Customer/Vendor
General Customer/vendor payment Customer/Vendor
General Ledger journal Journal number
General Kanban Kanban
General Consolidation Origin company
General Sales/withholding tax payment Tax period
Inventory Inventory adjustment Item group Item number
Inventory Quarantine order Order Item
Inventory Lean cost calculation Production flow name
Inventory Production cost Production order Item
Localization (RUS) Advance holder exchange adjustment Employee
Localization (RUS) Advance holder transactions Employee Advance number Source document type
Localization (BRA) Fiscal book tax assessment Tax type
Localization (RUS) Postponed passing of property Sales Order Customer Customer group
Localization (RUS) Payroll Employee Pay Type
Localization (RUS) Deferrals Deferrals Deferrals Group
Localization (RUS) Deposit Deposit number
Localization (ITA) Sales tax payment Customer Customer group
Localization (RUS) Charges allocation Purchase Vendor invoice account Vendor Group
Projects Project forecast Worker Personnel Number Item Project Transaction Text
Projects Project Invoice Project Customer Customer group

You can also setup your custom default description taking the information from the predefined linked tables and fields, but it can only be done for the following list of supported ledger transaction types (the one that you select in the Description field of the form Default Description):

  • Customer – credit note, customer
  • Customer – credit note, ledger
  • Customer – invoice, customer
  • Customer – invoice, ledger
  • Customer – cash payment
  • Customer – payment, customer
  • Fixed asset – posting, ledger
  • Inventory – journal – BOM
  • Inventory – journal – counting
  • Inventory – journal – adjustment
  • Inventory – journal – transaction
  • Inventory – journal – move
  • MRP – job card
  • MRP – route card
  • MRP – costing
  • MRP – picking list
  • MRP – report as finished
  • Purchase order – credit note, ledger
  • Purchase order – credit note, vendor
  • Purchase order – invoice, ledger
  • Purchase order – invoice, vendor
  • Purchase order – purchase order confirmation, ledger
  • Purchase order – product receipt, ledger
  • Sales order – credit note, customer
  • Sales order – credit note, ledger
  • Sales order – invoice, customer
  • Sales order – invoice, ledger
  • Sales order – packing slip, ledger
  • Vendor – cash payment
  • Vendor – payment, vendor

Please let me know if you have questions or feedback.

Roman Abylkhatov

Related posts