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Bank Feeds : Bank Transaction Rules

  • 4 August 2022
  • 2 replies
  • 184 views

Hello

We are trying to delete a Bank Transaction Rule that was setup for Bank Feeds. However, we are getting this error whenever we try to delete it.

 

 

 

 

We tried clearing the rule by selecting the transaction and also tried to uncheck the “Active” check box for the corresponding rule. Is there a procedure when it comes to deleting a Bank Transaction Rule?

 

I believe we can make another rule and use it instead of this one, but it would be nice to just have a list of rules that we actually are using.

 

 

Thanks!!

Hi @jvaliente51 

In the source code, that message is triggered only from one place: during the deletion of BankTran rules (which is your scenario).

The logic is querying the following

			CABankTran referer = PXSelect<CABankTran, Where<CABankTran.ruleID, Equal<Required<CABankTran.ruleID>>>>.Select(this, rule.RuleID);

You could create a GI for the CABankTran DAC and filter it for the rule (RuleID) that you are trying to delete.
That GI will indicate which transactions are preventing you from deleting it.

 

Keep in mind that if there are Released transactions you will not be able to delete those.

Thanks Fernando!

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