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   To find pending resource transactions:

• See: Finding Pending Resource Transactions.

   To view pending resource transaction records:

• For each pending record displayed, you can view the following information using the Pending Resource Transactions window's alternative regions:

Processing: Group ID, processing Phase, processing Status

Source: Source Code, Source Line (if applicable), Created By

Concurrent Request: Request ID, Phase, Status, Message

Job or Schedule Name: Organization, Job, Schedule Name, Line

Operations: Operation Sequence, Department, resource Sequence, resource Name, resource Type, Employee Number

Resource: Activity, Charge Type, PO Number, Currency, Actual Rate

Transaction: UOM, Quantity, Date and Time, Type

Comments: Reason and Reference

You can also view the descriptive flexfield information entered for the transaction record. See: Setting Up Descriptive Flexfields.

   To view error details for failed resource transactions:

1. In the Pending Resource Transactions window, select the failed record.

2. Choose the Errors button. The Pending Resource Transactions Error window appears.

All errors for the selected transaction are displayed. Column indicates the name of the column in the resource transaction interface table that failed validation. Message indicates why the transaction failed.

Messages that are not specific to a Column, for example processing errors, may also be displayed. In such cases, a Message but no Column is shown.

   To update failed resource transaction records:

1. Select the record to update.

You can update records with a processing status of Error.

2. In the Source alternative region, enter the Source Code and Source Line.

When you insert records into the Open Resource Transaction Interface table, you can optionally identity a record's source using the source code and source line. For example, you can enter a different source code and source line for records from a bar code reader versus those from a radio frequency device.

3. Select the Created By identifier.

The name of the user that created the transaction is displayed. This field can be updated.

4. In the Job or Schedule Name alternative region, select the Organization.

You can only select enabled organizations. See: Creating an Organization.

5. In the Operations alternative regions, select the Operation Sequence for the resource.

You can select any operation defined for the job or repetitive schedule.

6. Select or enter the resource Sequence.

You can update this field with any resource sequence defined for your operation or you can add a resource ad hoc by entering a new resource sequence. If you choose a predefined resource sequence, all fields specific to that resource are automatically populated.

7. Select the Name.

If you inserted an 'ad hoc' resource requirement into the Open Resource Transaction Interface table by entering a new resource sequence, you can select resources associated with the department of the operation or multi-departmental resources. All related fields are automatically populated based on your selection.

If you choose a resource of type Person and the employee number has no value, you are prompted to enter an employee number.

If you choose a resource type other than Person and the employee number has a value, you are prompted to clear the employee number.

8. Select the Employee Number.

If you have entered a person-type resource, you can update this field with any valid employee number.

9. In the Resource alternative region, select the Activity.

You can select an activity defined for your organization or an activity that is not tied to any specific organization and is not inactive.

10. Select the Currency code. See: Currencies Window.

11. Enter the Actual Rate for your resource.

This rate is used to determine the cost of a resource when the resource's standard rate option is set to No.

12. In the Transaction alternative region, select the UOM. See: Overview of Units of Measure.

You can update this field with any resource alternate UOM that is not inactive.

13. Enter the transaction Quantity.

This is a quantity of the UOM which you are charging to a job or schedule. The job/schedule is costed at the resource standard, the employee rate, or the actual rate. You can update this field with any number.

14. Enter the transaction Date and time.

The date and time must fall within an open accounting period. It cannot be greater than the current date or less than the release date of the job or the earliest valid repetitive schedule.

15. In the Comments alternative region, select the Reason code. See: Defining Transaction Reasons.

16. Enter the transaction Reference.

References can be used to identify transactions on standard reports. They can be up to 240 characters of alpha numeric text.

17. Save your work.

   To resubmit individual failed resource transaction records:

1. In the Pending Resource Transactions window, check the transaction's Resubmit check box.

You can resubmit transactions of any processing status. If you leave the check box unchecked you can still update your transaction record but the transaction manager does not process it again when polling the resource interface table.

2. Save your work to resubmit the transaction.

When you resubmit a transaction, the system nulls the Transaction ID, Group ID, and concurrent Request ID and changes the processing status to Pending. The resubmit level of the Resource Cost Transaction Manager determines at what specific start date and time or at what specific intervals transactions are processed.

   To select and resubmit all failed resource transactions:

1. In the Pending Resource Transactions window, chose Select All for Resubmit from the Special Menu. See: Special Menu.

You can deselect selected transactions as required.

2. Save your work to resubmit the transactions.

When you resubmit transactions, the system nulls their Transaction IDs, Group IDs, and concurrent Request IDs, and changes their processing Statuses to Pending. The resubmit level of the Resource Cost Transaction Manager determines at what specific start date and time or at what specific intervals transactions are processed.

   To delete pending resource transaction records:

1. In the Pending Resource Transactions window, select the transaction.

2. Choose Delete from the Edit Menu

You can delete failed records that have a processing status of Error regardless of their processing phase. When you delete transaction records, their corresponding error messages are also deleted.

See Also

Open Resource Transaction Interface

Changing Resources Manually

Charging Resources with Move Transactions

Adding and Updating Resource Requirements

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