Hi,
I have configure a simple GL auto posting rule to distribute a cost account from cost centre A to B with voucher type M, I.
However it is not working neither 2 function type. Could anyone shed some light what would affect the automatic feature ?
Solved
GL Automatic Posting Rules is not working
+5Best answer by Thomas Peterson
Hi,
Adam is 100% correct. The first page of the rule is the trigger of when the rule takes effect.
The affected voucher must be an exact match to your rule.
In the above - it appears that the CODE G value is set as null meaning the rule is triggered when code G is null / no value. However, your voucher entry actually has a code G value. Therefore, it’s not an exact match - the rule is not triggered.
If the above screen uses a % or similar for the code G, then the rule would be triggered when the voucher has code G with a value such as GBP.
Best regards
Hi,
You may share voucher details screenshot and automatic posting rule screenshot to compare rule trigger conditions with voucher content.
In general, in automatic posting rule you are defining voucher type, voucher date scope (rule validity) and row selection criteria (code parts).
Hi,
In automatic posting rule definition, please use % if you want rule to trigger for any value of code part in voucher row. I think empty value of code part means to trigger it only for empty value in voucher row.
empty value of Code G in your example might be the reason
Hi,
Adam is 100% correct. The first page of the rule is the trigger of when the rule takes effect.
The affected voucher must be an exact match to your rule.
In the above - it appears that the CODE G value is set as null meaning the rule is triggered when code G is null / no value. However, your voucher entry actually has a code G value. Therefore, it’s not an exact match - the rule is not triggered.
If the above screen uses a % or similar for the code G, then the rule would be triggered when the voucher has code G with a value such as GBP.
Best regards
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.