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Dynamics 365 Community / Forums / Finance forum / Delete imported credit...
Finance forum

Delete imported credit card transactions in expense management module

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Posted on by RohitBansal 145

A used by mistake imported credit card transactions twice for a particular month using standard D365 credit card transactions import functionality in expense management module. How can we delete duplicate transactions because it doesnt seem like there is any standard functionality to do this?

Categories:
Financial Management
I have the same question (0)
  • Suggested answer
    Sheikh Sohail Profile Picture
    Sheikh Sohail 6,125 on at

    On which environment you uploaded twice?

    If this is production.

    • Then Create request of database restoration from production to UAT.
    • If you are technical then write duplicate record deletion script otherwise include technical in this activity
    • Verify your records and process.
    • After verification Create ICM ticket with Microsoft and share the SQL script with them they will execute on your behalf on production.

    If this is UAT or Local/Onebox

    • Then Create request of database restoration from production to UAT.
    • If you are technical then write duplicate record deletion script otherwise include technical in this activity
    • Verify your records and process.
  • RohitBansal Profile Picture
    RohitBansal 145 on at

    Is there no way this can be done in front-end without a script. This seems very cumbersome and something which should be available by standard. uploaded credit card transactions are not committed unless they are posted. So why is there no functionality to delete them.

  • Suggested answer
    Sheikh Sohail Profile Picture
    Sheikh Sohail 6,125 on at

    You can make an idea request on Microsoft Idea Portal...  Also let me know is your issue resolve by doing script?

  • amigup1982 Profile Picture
    amigup1982 150 on at

    How did the user bypassed the CCTRansUniqueID field check. Because its a mandatory field and the staging table makes sure that a CCtransuniqueid used previously cannot be used again for import?

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