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, invo…

Searching the old Yahoo archives yielded the solution - to on E10 if you want to import all of them you can just run “User Run Conversion” # 230 The conversion workbench is located in Upgrade/Mass regeneration folder in E10 [image] Yahoo | Mail, Weather, Search, Politics, News, Finan…

Is this a task to be done in DMT? Or something extra after installing E10?

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. Get Outlook for iOS https://aka.ms/o0uke…

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 to…

I assume that “230” is the value in the “RunSequence” column of the “User Run Conversions”? I don’t see this number… Also, the link appears to behind a login wall; it wants me to log into yahoo.

Can you post a link to Answerbook 819SYD? I don’t see the “Import ACTTYpe” menu, I see “Import GL Transaction Type” instead: [04%20AM] 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 …

Here’s a link to that Yahoo thread in this sites archives [image] E10: Import posting rules Yahoo Archive Thats correct.. on E10 if you want to import all of them you can just run "User Run Conversion" # 230Or you can also select it as you did on E9 (Actions - Import ACTT…

Replying to myself, this appears to be Answerbook 819SYD . (May need to append your own user id to the end of that URL)

Thanks! Is there a conversion id or description I can look for since “# 230” does not show up on my system?

I think the menu changed since 10.1. 10.1.400 [image] And 10.2.300 [image] And the Conversion Workbench in 10.1.400 [image] I can’t find the Conv Workbench in 10.2.300

No Transaction Types setup in fresh install of E10

Epicor ERP 10

ckrusen (Calvin Krusen) June 18, 2019, 4:56pm 10

Here’s a link to that Yahoo thread in this sites archives

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No Transaction Types setup in fresh install of E10

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