Delete Invalid Transactions

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

There are transactions that are ready to be processed by the Post Transactions To Financials job, found by navigating to Classic UI > Administration > Project Management > Invalid Transactions. The table that stores these transactions is IMP_TRANSACTIONIMPORT.

Is it possible to delete them?

Resolution

• 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.
• 'Delete Investments and Time Reporting Periods' job deletes transactions from this page, if it is made to delete the parent investment.

Additional Information

Q: How to prevent financial transactions from being created?

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