Transaction - Edition

On the platform, all transactions are processed following the flow configuration. If the “Enable transaction edition” option is activated within the flow, transactions will be sent to the “To correct” queue in the Payment Live Board:

• By user manual request from "To Approve" or "On Hold" queues.

• If a mandatory field is missing (amounts, dates, etc).

• If a validation rule is triggered.

• Other engine specific.

For more information about rejection reasons, please follow How transactions go to the rejection queue? .

Transactions with the status "To correct" are transactions whose processing has failed. In order to correct the right information in your transaction, you must first identify the reason for this failure and then define the changes to be made.

To identify the transaction rejection reason, within the Payment Live Board > Transactions section:

• Click on the “Transactions to correct” queue to display the list of transactions.

• Find the transaction you want to view within this list.

• Click on Details to display the whole transaction information.

• Use the View state button to know the status reason. The State reason will display the rejection reason.

In this example, the currency is not authorized based on organization configuration. The user needs to update the organization’s allowed currencies or use another currency for the transaction.

To identify the changes to be made on your transaction, we advise that you validate all the data of your transaction. If the transaction seems correct, it's probably a configuration problem: please contact your administrator directly.

In the Transactions section within the Payment Live Board, you can find all transactions in the “To correct” status.

To correct a transaction, you need to:

• Click on the “Transaction to correct” queue: you will have access to the list of transactions in error.

• Find the transaction you want to correct within this list.

• Click on Correct button on the line containing your transaction information.

  

OR

• Click of Details to display the whole transaction information and after, click on Correct.

  

• The same screen as Transaction - WIRE - Creation will be displayed: the form is pre-filled with all the information from the transaction.

• Modify the transaction as needed and click on Edit on the last screen.

Transaction edition allows users to correct most of the transaction’s data. Some fields can’t be edited, such as:

• The organization: through the platform, all configurations and financial messages are related to one organization. We do not allow users to modify the organization to which the transaction belongs. If you still want to process this transaction in another organization, you must reject this transaction and create a new one in the other organization. In this case, you can refer to Transaction - WIRE - Creation.

• File ID: when you correct a transaction, the inbound file information will not be updated, so you can’t update this specific field.

• Transaction reference: this reference cannot be updated for tracking purposes.

When you correct a transaction, the flow processing restarts from the beginning. All engines defined within the flow will be applied once again to the transaction.

The transaction from “To correct” status goes to “To process” status.