Merging the application type to the new type tree

The types that are retained in the type tree are merged into the target type tree to create the industry subsets.

To merge the application type to the new type tree:
  1. Right-click the File category in the type tree that you modified in theCopying NACHA type trees steps (myach_vccyy.mtt), then select Merge from the context menu. When the Merge window opens, the Merge Sub-Tree check box is grayed out.
  2. Go to the new type tree that you created in Creating the target type tree and click anywhere in the new type tree window to populate the To field in the Merge window.
  3. When the name of the new tree shows in the To Tree box, click Merge, and then click Close.

For scenarios where the application subtype, or subtypes selected are all non-return entries, on the second component of ACH\Group\ALL, edit the rule on Batch(s) by commenting out a specific line in the rule as follows:

/*COUNT(EntryDetail Returns Record IN $) */

For scenarios where the application subtype, or subtypes selected are all return entries (Contested Dishonored Return, Dishonored Returns, Refused Notification of Change, Returns), on the second component of ACH\Group\ALL , edit rule on Batch(s) by commenting out a specific line in the rule as follows:

/*COUNT(EntryDetail Record IN $) */

You can now save and begin to use the type tree.