Hi,
Has anyone every used the DMT tool to import AR Receipts? (on Account Receipts)
We are trying to create a template but get the following error.
Please assist.
Hi Nimesh,
Does that groupID Nimesh exist?
HI Matt,
No, I assumed the cash group will get created once during DMT Importation
I’ve not done a cash import via DMT but when working with other items the “header” is created via one DMT and then the detail is added via another e.g. PO DMT1 creates the PO, PO DMT2 creates the lines.
I am using a Cash Receipt Combined Template, and have made sure to select all required fields.
Also adding columns as necessary.
i would create the group and then run your dmt again
Created the group and tried to import again but still fails
This is a longshot but is the Company ID correct? We’re not using the cash side of Epicor yet so I can’t test further. Hopefully someone else in the forum can assist.
Regards
Matt
Yes @Matt_Belshaw the Company ID is correct.
What modules are active and in use at your end?
Try setting the HeadNum to 0. That field is probably incremented by the system and will assign automatically.
Thank you @E102016 will try and revert back
As @Matt_Belshaw suggested you will need to create the group first. After that you can upload with DMT the receipts. DMT will complain about the TranType you have above and will need to be changed from “AR” to “PayINV” or what ever transaction you are trying to complete. DMT has a list of the Tran Types to use in the template builder, use the values to the left of the “=” sign. That should get you by the first error message.
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Noted @E102016, created Group and Header templates (separately), now will try the combined template