Setup Batch Transfer Rules for All Document

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Everytime I start AX2012 implementation in new client, I have to setup General Ledger Parameter, especially under the "Batch Transfer Rules" section. And I usually like to set the transfer mode for every document as "Synchronous" for the 1st time workshop. The problem came after I imported a template data / standard template data where the General Ledger parameter values had been modified previously. Or you might encounter the similar situation if you had somebody else setup the GL and you want to change the "Batch Transfer Rules" for all document.

 Here is the current setup for the "Batch Transfer Rules" and I try to change it for All Document in the current entity.
Batch Transfer Rules - General Ledger\Setup\General ledger Parameter
I found that the screen won't allow me to change the Rule Type to "Company" (regardless R1,R2,R3). If you look at the design form at AOT the "Rule Type" field is set as disabled, so I made a temporary modification at the AOT to allow me to change the Rule Type field.

 Go to AOT\Forms\LedgerParameters and go to "RuleType" ComboBox set the "Enabled" property to Yes.


Save your form and re-open the General Ledger Parameter form. And with this small modification, you'll be able to change the Rule Type field to Company and then set the "Source document type" to All.


After you set the Batch Transfer Rule, don't forget to delete your customisation on the AOT. Hope this solution can give a little help for you. If you guys have any other solution that might work, please let me know. More than happy to try new solution.




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