Sales & Receivables Setup – Copy Customer Names To Entries

  • Sales & Receivables Setup – Copy Customer Names To Entries

    Posted by Lewis Rosenberg on August 17, 2023 at 3:32 pm

    Hello Everyone,

    I was just asked (after so many years of using BC/NAV) why the Customer Names were empty (in fact the field is not even showing) on the Customer Ledger Entries.

    I found the Copy Customer Names To Entries checkbox in Sales & Receivables Setup and tried it in out test system and it copied the customer names onto all of the entries. I assume all future entries will also have the customer name on them.

    My question is why does this setting even exist? Is there any advantage to NOT having customer names on the customer ledger entries? I would think any performance decrease would not even be noticeable.

    Chris Warren replied 10 months, 3 weeks ago 4 Members · 3 Replies
  • 3 Replies
  • Tiffany Collums

    Member
    August 17, 2023 at 3:58 pm
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    This also applies to Purchase & Payables setup for Vendor names and Inventory Setup for Item Description to be copied to entries. From what I can see, these were new fields between NAV and BC in these setup pages and can get overlooked during upgrades if you aren’t aware of them on these pages.

  • Karen Vernon

    Member
    August 17, 2023 at 5:42 pm
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    Thanks for sharing this!

  • Chris Warren

    Member
    August 25, 2023 at 4:23 pm
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    I don’t recall which version of BC this was released in, but I found it in BC 21 and enabled it in all of the setups that @TiffanyCollums464 mentioned!

    Once enabled, it will create a job queue entry that will update all historical transactions, and the ones moving forward. You do have the ability to not update previous entries if you do not want to.

    I can’t think of a downside to having this turned on. When we did it, everyone was much happier!

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