Bank Reconciliation Startup - Clear Old Transactions

Epicor ERP 10
1

Hi all,

We are looking to start using the bank reconciliation process in Epicor, but we have around 3 years of historical transactions to reconcile.

I found this ticket that mentioned a custom datafix from Epicor, but our CFO spoke with a consultant who said that it was possible through DMT (though he didn’t know which table).
https://www.epiusers.help/t/starting-bank-reconciliation-6-years-after-go-live-how-can-we-clear-all-the-old-transactions/87259

In our test environment, I tried running DMT updates to Bank Adjustment, but have not had success.

Is there a way to clear out historical transactions through DMT, or is a datafix from Epicor support the only option?

2

I can investigate this a little bit later today.

Please give me a second. I’ll give you a case number they can reference cause I did it all through I case I think?

3

Sounds good, I appreciate the assistance!

4

take this case to them: CS0002947933

5

Thanks!

6

Try it in your test environment first of course.

1 Like