Item Respository Descriptions are not populating in the defaults

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I am unable to get item descriptions to auto-populate when selecting an item saved in my item repository. Price, item number, etc all work, but no descriptions. Is there a way to do that?
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Posted 6 years ago

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Bryan H

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Hello Shawn,

Based on the structure of the Patterson Dental invoice form, it looks like the Description will not automatically populate from the Item Repository, unfortunately. In this situation, I think the Lookup Defaults will be a good solution for you! You can set up lookup defaults to source in the item description based on the Vendor Part # (or any other unique item field).

To do create lookups for based on the Vendor Part #, first go into the defaults and select the Description field.

Then click "Setup Lookups"

Choose "Number" as the Lookup

Click the Plus button to create a line

Then add in the item descriptions associated with their Vendor Part Numbers.

When you're finished, save those defaults. Then, the next time you create an invoice and pull in an item with one of those vendor item numbers, the item description will source in automatically.

Please let me know if you have any other questions about this process!

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