This transaction has been marked for settlement by another user in AX

“I need to settle a customer (or vendor) transaction but when I go to the ‘Settle open transactions’ form for the customer (or vendor), I cannot mark the transaction. There is a red icon in the ‘Is marked’ field and I receive an error if I try to mark. I’ve looked all over and I cannot find where to unmark it."

Solution

When this happens, the user has generally already done their due diligence and checked the likely places to find where the transaction may be marked – in other journals of the same type, in the Settle open transactions form, etc. and still cannot find where it is mysteriously marked.

To find where the transaction is marked, take the following steps:

1. Go to Accounts receivable-> Common-> Customers-> All customers-> highlight customer-> Collect tab-> Settle open transactions (similar path for Vendor transactions). Normally you will see the transaction still has the red icon indicating the transaction is still marked elsewhere.

2. Highlight the record in question, then click on the Inquiry button-> Specifications.

Settle open transactions form-> Inquiry-> Specifications:

3. In the Specifications form, click on each radio button in the upper left (Journals, Sales order, Invoice and Payment proposal) until a record shows on the Overview tab.

When you see a record on the Overview tab, you have found where it is marked. Look for additional info in the bottom portion of the form.

4. If for some reason in step 3 above. you have clicked on all 4 radio buttons and no record is found, then the marking is stuck and must be fixed be an AX administrator. This can be done by your AX reseller or administrator by going to the SpecTrans table in the AOT, finding the record, highlighting and deleting it.

The SpecTrans table stores all the Customer and Vendor open transactions that are currently marked. By deleting the record, you are not deleting a transaction, you are simply clearing the marking on the open transaction.