How to take care of a pending transaction

Description of Issue
  • Unable to make a change to an asset due to an existing pending transaction that needs to be removed
  • Where to find existing pending transactions
  • Error received when attempting to create a new transaction:  A(n) XXXXX transaction already exists for asset XXXXX
  • Can pending transactions be mass deleted?
Context

Capital Assets

Cause

A transaction was initiated, but not finished by posting it

Resolution
  1. In Capital Asset Transaction Entry Post, select the type of pending transaction on the asset and click Accept.
    1. If you don't know which types have transactions, select Browse Transactions.  Take note of the transaction type and then go back and select that type from the list of options.
  2. The transaction window will open with a find set of assets with transactions created by you.  If you want to see all transactions of the selected type, regardless of who created them, click Search and then Accept.
  3. Once the correct transaction is pulled up, it can be updated, posted, or deleted (using Mass Delete) from there.
    1. How to mass post asset activations - from Capital Asset Transaction Entry Post

Or

  1. In New Assets or Adjustments and Retirements, pull up the asset with the transaction and click on the Pending Transactions button.
  2. The transaction window will open and it can be updated, posted, or deleted from there.

For pending depreciation transactions, refer to How to remove pending depreciation transactions

Additional Information