Can Transactions From Invalid Transactions/IMP_TRANSACTIONIMPORT Be Deleted?

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

There are transactions that are ready to processed by the Post Transactions To Financials job, found by navigating to
Classic UI > Administration > Project Management > Invalid Transactions

Can we delete them?

 

 

 

Environment

Release : 16.1.1

Cause

With timesheets transactions or XOG transactions,
the Post Timesheets job puts the new candidate financial transactions on this page (Invalid Transactions)  denoted it as a NEW or ERROR transaction.
Transactions can be corrected, deleted, or put on hold.

If it is reviewed and decided that the transactions do not need to go to the financials module (PPA_WIP), then they can be backed up for history
and then deleted via the UI.

 

 

Resolution

The transactions that do not need to go to the financial module can be deleted via UI.

If there are large number of transactions, please open a case with Support for an assessment to remove via an approved script.

 

Additional Information

Q. How to prevent financial transactions from being created?

Set the investment 'Financial Status' = HOLD or CLOSED (instead of OPEN)