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Microsoft Dynamics AX (Archived)

How to Change "Batch transfer rules setup" Rule type ?

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Posted on by

Hi Everyone,

I am not able to change the Rule type from "Document"  to "Company" manually. I have referred earlier posts and it was suggested that we use the below code to change the rule type to "Company" which is working fine.

static void AST_SubledgerJournalTransferRuleCreate(Args _args)

{

SubledgerJournalTransferRule::createDefaultRule();

info( "Created" );

}

Just wanted to know the reason why we are not able to change manually? Also do we have any hotfix to solve the same ?

Thank you.

Vikram Konchada

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I have the same question (0)
  • Paul Crabb Profile Picture
    105 on at
    RE: How to Change "Batch transfer rules setup" Rule type ?

    Hello all,

    I'm having the same issue and can't seem to adjust by trying to personalize the form.  Any other suggestions?

    Thanks,

    Paul

  • Suggested answer
    Khaled Alloud Profile Picture
    3,658 on at
    RE: How to Change "Batch transfer rules setup" Rule type ?

    Hello,

    Try the following and it should work:

    - Right click on the field -> Personalize -> Information tab -> then click Edit

    - this will take you to the form design in AOT

    - Navigate to Design -> Design -> Tab -> 'SubledgerJournalTransfer' -> 'SubledgerJournalTransferBody' Group -> 'SubledgerJournalTransferRules' Grid -> 'ComboBox:RuleType' right click properties -> make 'Enabled' filed = Yes.

    - Save the form and compile.

    - Close AX and open it again

    - Go to GL parameters form

    - Create new batch transfer rule

    - edit the Rule type and save the line

    - then return the Enabled to No , save and compile

    Regards,

  • vikram2060 Profile Picture
    on at
    RE: How to Change "Batch transfer rules setup" Rule type ?

    It still defaults "Document" as rule type for the new line

  • Khaled Alloud Profile Picture
    3,658 on at
    RE: How to Change "Batch transfer rules setup" Rule type ?

    Can you save and delete the existing line, then try to create new line. What do you see?

    Thank you,

  • vikram2060 Profile Picture
    on at
    RE: How to Change "Batch transfer rules setup" Rule type ?

    Hi Kaled,

    But right, the default line is set to "Document" which is the only line that was setup. I am not able to select "Company" as rule type even for the second line (any new line) it is automatically picking document again

  • Suggested answer
    Khaled Alloud Profile Picture
    3,658 on at
    RE: How to Change "Batch transfer rules setup" Rule type ?

    Hello,

    You cannot change the Rule type from AX, 1 line should be Company related which is the default one. However, you can create other rules for different documents you want to add.

    Thank you,

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