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

DOCATLG typed into the Global Search Bar

OR From the Transaction Catalog Quick Link on the Home Screen for FIN General User Business Roles.

CORE webpage displaying Quick Links with "Transaction Catalog" highlighted

2. The Financial Transaction Catalog will open.

User interface for a financial transaction catalog with search fields for transaction code, department, unit, ID, phase, and status.

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.

interface for financial transaction search with fields for transaction details and a highlighted user ID entry.

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.

Table showing financial transaction data with columns for transaction information.

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Clean Up Draft Transactions

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