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Microsoft Dynamics GP (Archived)

Cleared bank reconcile data using Integration Manager

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Posted on by 1,175

I hope I can get some help on integratoin manager setting.

We use GP 2010 and try to import bank reconciliation data which we want to clear with integration manager. We pulled unreconciled data with smartlist, and then created a header data, transaction data, and adjustment data as the sample setup in IM.

When we run the integration, there was warning, "The CM Trx Type field cannot be blank for linexxx." How should we set the CM Trx Type as?

Also, Header and Adjustment data seemed integrated fine. However, transaction doesn't updated at all. We expected transaction data to upload with IM should updated with marked on cleared box. There is no mapping field to mark Clear or not, but we setup cleared date and cleared amount, which we thought that should count as cleared transaction.

If anyone uses the IM to upload cleared reconcile data, please advise us what we are missing.

Thank you

Jbserp

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