How to implement GIFI codes via DMT?

Epicor ERP 10
1

Hello,
First of all… I am no financial guy…:wink:

For our financial reports here in Canada, we need to implement GIFI codes.

I have searched the help and found the following, but still unsure how to implement.
Account Segment Values

Use Account Segment Values to specify a report category for account segment values.

In accordance with the Canada Revenue Agency (CRA) regulations, all financial statements of a company must be assigned with General Index of Financial Information (GIFI) codes. You can select an appropriate GIFI code for a segment value on the Detail sheet in the Report Category field.

Menu Path: Financial Management > General Ledger > Setup > Account Segment Values

  1. Navigate to Account Segment Values. Menu Path: Financial Management > General Ledger > Setup > Account Segment Values
  2. Click Segment Value to search for and select an existing segment value.
  3. From the Report Category drop-down list, select an appropriate GIFI code.
  4. Review other fields if necessary.
  5. Click Save.

But I do not have a dropdown list of report category, it is a text box… Can someone show me with some snapshots how to set it up?
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Moreover, actually, all I need is the right Tablename-Field to update via DMT…

Thank you.

2

I don’t see a drop down either.

DMT Shows this on Account Segment Values

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So maybe setting up a UD code of GLRepCat is what you are looking for?

EDIT:

I tried this:

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and got this:

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3

I sent this request to our CAM… Will let you know… I am surprised your description indicates the use of UDcodes…
thanks
Pierre

4

I’ve never looked at this; ours are blank. But I tried it and it does show in the grid if you want to paste update or something.

Or maybe @Doug.C found the DMT field?

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5

Oh, I see that now. It can be free text OR a dropdown. That’s wild. No extended property change needed, I guess?

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6

Sorry I just saw your full entry here… Humm I find this so weird to have to rely on UDcodes for this… instead of a setup form…

So this confirms me the table name-field is COASegValues.ReportCategory.

I will try to generate via DMT (over 500 segment entries)

Thanks
Pierre

7

No, the form (under developer mode) has the combo box hidden. I believe if the UD Codes are detected it shows that control. If it’s not there then it stays hidden and the text box is expanded for free text entry.

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