When upgrading or creating a new Epicor environment, is it mandatory to import the GL Transactions?
What is this actually doing?
Is best practice to select each transaction type, and go one at a time? Or check ‘import all’ and let it rip?
For what it’s worth, we usually upgrade annually, and this time are going from 2023.2 to 2024.2…
The 2024.2 Kinetic Upgrade Release Guide, Kinetic 2024.2.7 Update Guide, and 2024.2 Kinetic On-Premise Installation Guide didn’t get into it (or I missed it!)
I’ve inherited creating the server-side of things recently, and trying to get up to speed on the upgrade process. We have this listed as a step in our internal upgrade guide, but I’m not clear on why.
Hello, Sometimes when upgrading, the gl transactions type are automatically upgraded, but sometime it doenst (not sure why). But, If you dont have customized posting rules, you can use the import all option or run the conversion to import the gl transaction types.
My understanding is it’s mandatory and will be upgraded on the way through. IF you have custom gl transaction types/posting rules and the code is in the custom tab then they should survive if there have been any vbd version changes, I suspect therewod not be.
The best way to check is to do a comparison between your old demo environment and the new, or even better do the comparison between your Test upgrade and Live.
For the “Book” error above look at your book conversions
Financial management > General Ledger > Setup
Book
Go to the Posting/conversions tab
Update your target segment from unknown to what you have in your chart of accounts setup.
