Description field requirements in AP Invoice Entry

Kinetic ERP
1

Hello all. I am a new consultant going through ELC. I have noticed that in AP Invoice Entry, on the Header, a Description is not required to enter the invoice. In my previous job, I was an end user and the Description field was mandatory. I would get an error if I didn’t have anything in the Description field.

All tutorials state the Description is helpful to enter, but not required. Why would it have been required at my previous company’s Epicor database? I don’t see any setting for it in Company Configuration.

2

Someone likely created a BPM/Extended Props/Etc to make it mandatory.

2 Likes
3

I have the same question. I am seeing required in both my new test environment as well as our freshly installed train, and also do not see a setting. There are no user created BPMs in either environment. What am I missing?

4

Try checking this setting.

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1 Like
5

thank you so much for this suggestion! unfortunately the extended property maintenance is blank. If you have any other ideas of places I might check, I’d be grateful for the feedback!

6

@SarahCrews Can you share a screen shot please?

When I set required on the description and created an invoice in Classic and Kinetic I got

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7

@SarahCrews, are you using Classic screens or Kinetic screens? If you’re in Classic,

  1. open up AP Invoice Entry,
  2. create a new group (or open an existing one),
  3. create a new invoice (or open an existing one),
  4. click into the Description field (you don’t need to type anything, just click in it to put your cursor there)
  5. click on Help > Field Help,
  6. click on Technical Details

There is a checkbox there labeled “Mandatory”. Is it selected?

8

Thank you! After re-reading the original post again, I realize my error. The original post is about the header description (not required, but can be) and I’ve been trying to turn off the requirement for the line level description. Which is, as you’ve pointed out, required. Just confirming, there is no way to over-ride requirement for line level description?

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9

Huh. In the Ice.DataField table for this field, the “Required” flag is NOT set, meaning it’s somewhere deeper under the covers than we, the unwashed, are allowed to mess with.

Next step would be to open a support ticket and see if they can tell you why.