how to resolve of ismarked with red dot and system shows message "this transaction has been marked for settlement by another user", on settle open transection screen
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This was INCREDIBLY HELPFUL. I was driving myself nuts trying to figure out where else it was selected for settlement because I never created a batch including this payment. Thank you again for the information.
This worked for me.
1) Go to AP/Common/Vendors/All vendors..
2) Select the vendor for which the error is displayed
3) On the Invoice Tab/ click settle open transactions
4) On the "Open transactions form" the transactions which are marked in (!) red are the cause of the error
5) Select the transaction line
6) In "Inquiry" click "specifications"
7) On the "Specifications" form again select the transaction and click "Open Journal form"
8) This will open the related payment journal where this transaction has been marked for payment
9) Open lines
10) Select the related payment line and click "Functions" and select "Settlement"
11) A window will display: "Marked transactions exist. Remove them".
12) Click "Yes".
13) The settle open transactions form will open with the transaction now "unmarked".
In case this helps, please mark the solution as verified
Dear Jason,
If nothing is available in specification then the last option is to go to SpecTrans table and find the entry by matching Date, Amount, Refcompany & Reftable. once you found the exact line then delete that line...
PS: Always be careful while deleting anything from table...
Hi
On Specification form I can not see any transactions, how ever on click of open Journal form I can see all journals. How do I know the Journal Batch Number?
Thanking you in advance
Hi.. I found a solution to this on my issue when the Specification Screen displays nothing for supposed marked transactions.
The user created a project prepayment proposal that ended as project Invoice proposal but never posted. (I'll be back here in a sec)
The existance of rows in SpecTrans table, makes the Settlement Form display rows with the Red Exclamation mark and avoid to mark them for settlement.
User cancelled/deleted the not posted Invoice proposal in the project and the Prepayment (said i will be back) but rows in SpectTrans table should had been deleted but they were not and the Specification Form keeps throwing the marking error.
As conclusion, The ros win SpecTrans Table supposed not to exists as the prepayment and invoice proposal were cancelled/deleted. By manually removing them, user was able to mark the transactiosn for settlement.
Hi.. this looks as a simple solution but in my case the Specifications form has nothing on it..
And believe me, all optios display an empty grid.
Is there any other way to track who and where the transactions are marked? No dev involved.
Hi,
I'm having the same issue, but my line is under the "Invoice" view (not under Journal).
How can I find where is this invoice?
Faisal, your information was helpful, however what I encountered when I made my way to the open journal form button is that the
journal is posted and closed. Somehow, the invoices were marked for payment in this posted journal, but are still showing as open and 'marked for settlement by another user'. Therefore, when i click on the Functions button, the Settlement link is greyed out. I cannot go further.
I'm assuming this is maybe some sort of glitch that happened. Any idea on how to solve this?
I am in 2009 AX, btw.
hi Girish, thanks for nice information and I tried this, one problem in arising that at time of Marked transactions screen, tick boxes cant able to edit....
kindly suggest
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