Clean Up Draft Transactions
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Process:
This job aid describes the steps to complete routine maintenance and annual FYE clean-up of draft transactions.
Navigate to the Financial Transaction page in one of two ways:
By typing DOCATLG into the Global Search Bar and selecting DOCATLG Transaction Catalog (Financial) from the results populated
OR From the Transaction Catalog Quick Link on the Home Screen for FIN General User Business Roles.
2. The Financial Transaction Catalog will open.
3. Search for draft transactions under your User ID by selecting Draft from the Transaction Phase drop-down list and entering your User ID in the Create User ID field. Click Search.
4. Draft transactions will appear in the grid. Please review these transactions and discard them as appropriate. As a best practice draft transactions should be processed or discarded. This can be completed annually at FYE or more frequently as routine maintenance.
