Reopen a Transaction
Reopening a transaction changes a completed transaction to an editable state.
To reopen a transaction on the Transactions Grid, Summary, or Details, you must be assigned the 'Basic Vanceo Access' permission in Security Administration.
To reopen a transaction, select
and Reopen Transaction.
To reopen a transaction, complete one of the following:
- On the Transactions grid, select
to
the right of a transaction and select and Complete Transaction.
Select the appropriate Vanceo process for the transaction. - On the Transaction grid, select a transaction to open it. Select the ellipsis icon at the top of the Summary page and select Complete Transaction.
- On the Transaction grid, select a transaction to open it. Select the Transaction Details button at the top of the Summary page. Select the ellipses icon and Complete Transaction.
After reopening a transaction:
- The status is changed to Open.
- The completed date is deleted.
- The completed by name is deleted.