750
Hello,
I would like to add "ACH" to the Bank Transaction Entry window under "Type". We are importing bank transactions from another system and we are now starting to pay via ACH. The AR team would like these transactions to stand out as ACH rather than CHK.
I can see the types in table CM40101. I have gone to "Modify window", but it isn't obvious to me how to get this type included.
I can't seem to locate a tutorial online. Any thoughts on this?
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You can not add any new type with modifier as this drop down don't have static values but they fill dynamically with code. Further each type have respective numeric value and in code they work according to the respective values. And Transaction Type is referred with those numeric values in tables. So you can not update the wording/caption 'Withdrawal' to 'CHK' as you also mentioned in your other post.
With dexterity we can change 'Withdrawal' to 'CHK' without changing it's numeric value which is actually using in tables.
Looks like we can use Withdrawal type.
I have approx 54 transactions that were imported into the bank as CHK type. Is there an easy way to update the transaction type from CHK to Withdrawal?
I tried this update, but it doesn't appear to change in the bank reconciliation window. I am assuming I am missing a few tables?
UPDATE dbo.CM20200
SET CMTrxType = 4
WHERE CHEKBKID = '53 BANK_TPA' and DEX_ROW_ID = 14133
Hi,
I'm afraid there is no way to accomplish what you want without some customization that would require the assistance of a Dexterity programmer. Do you use all of the existing types in the drop down?
Kind regards,
Leslie
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