Complete a Transaction

Completing a transaction archives the transaction by making it read-only to all users.

To complete transaction on the Transactions Grid, Summary, or Details, you must be assigned the 'Complete Transaction' permission in Security Administration.

To complete a transaction, select and Complete Transaction.

If a Vanceo process was applied to the transaction, the process must be either completed or stopped before the transaction can be completed.

Note:

A transaction will automatically be set to Complete if:

A Vanceo process is applied to a transaction.
The Auto-complete option was selected when the process tasks were set up and the last task of the applied process was completed.