Fresh install of E10.1.400.19 and the Transaction Types don’t appear to be setup.
According to E10 Help…
The application installs with default GL transaction types, and you select and display each type on this sheet. For example, GL transaction types define the posting process for inventory, invoices, and bank reconciliation.
Yet when I launch GL Transaction Type and do a search, I find there are none defined.
I can’t imagine that I would have to go through and create every single one.
Not through DMT. Our consultants from TriGem imported them for us and I took some notes.
The posting rule files are in the install folder, I’m hazy on the details of the process. I can tell you they are not imported during setup and need to be done manually.
Thanks. I’d have never figured that out. I scoured the DMT menus and the Epiror Implementation guide. But all signs pointed to them being setup automatically.
You should also be able to import them using Import ACTType under the Actions menu in GL Transaction Type Maintenance. The posting rules zip file needs to be unzipped before importing.
Answerbook 819SYD also has some good information on Transaction Types and Posting Rules. Although its primary topic is about upgrading, it gives details on the import functionality.
I don’t see the “Import ACTTYpe” menu, I see “Import GL Transaction Type” instead:
In any case, where do you get the post rules from the import? I tried exporting from the E9 GL Transaction Type Maintenance window but it created a bunch of XML files, not a zip file. What flags should I select from tune “Install Default / Import GL Transaction Type” dialog?
I found something that looked like it might be it - #540 “Import GL Transaction Types”. But after running, I still get an error “active revision for transaction type ap invoice was not found” when I try to create receipt lines.
Since the conversion appeared to run but did not fix the issue, is it even worthwhile to try the import? In GL Transaction Type Maintenance, I see that there are almost 50 Transaction Type UIDs… but I was wondering if something isn’t set up right which a reimport would fix (for instance, maybe they aren’t active or something?)
I didn’t see any issues with the conversion, it finished - but I do notice that if I bring up the AP Invoice transaction type in GL Trans Type Maint There is a red “Conversion Errors” button which I’m not sure how to get rid of. How do I see/fix the errors?
It was almost 3 years ago that I ran into this. And it was during a fresh install of 10.1.400.
I remember struggling with it, but not what the exact issues were.
I’m in the process of upgrading to 10.2.300 (10.1.400 is our Production system). But since that’s an upgrade, I’m assuming whatever I did in 10.1.400, will carryover to 10.2.300
One note … I do have an “empty” company setup in 10.2.300, and when I search for GL Tran Types, I get nothing.
Using the “Import GL Tran Type” (in 10.2.300), I can see:
We have an “Education” database, “PILOT” database, and “LIVE” database.
I do see GL Transaction Types in GL Transaction Maintenance screen in Education, but not in PILOT.
Can I just export the types from Education and import to PILOT? What kind of file does this create, and/or where does the export “land” so I can select it for the import?
