How do I fix Checkout errors? (Recalculate)

Recalculate

Use Recalculate to change the General Ledger Updated status on transactions to updated. Use this option when the Checkout report shows a transaction as Not Updated and you do not want to post the transaction to the General Ledger, but you do want to stop the error from showing up on the Checkout report.

Contents

Running recalculate

Running recalculate

1. Open Connect Materials Management > Organization > Recalculate.

2. Set up the Selection Criteria (optional).

What is the selection criteria?

How do I add/remove fields to a selection criteria?

How do I define values in a selection criteria?

How do I search for an exact match?

How to use operators in the selection criteria?

Updated 22Jan2018

3. Set up the Mark Transactions As Updated To the General Ledger Through MM/DD/YYYY checkbox.

Use this option to mark inventory items as updated that you have manually received in Materials Management AND Accounts Payable. If the inventory has already been updated to the General Ledger in Accounts Payable, then you can use this option to change the update flag on the inventory item in Materials Management. Changing the update flag to updated will stop the inventory item from being included on the list of inventory items that have not been updated to the General Ledger.

Mark transactions as updated to the General Ledger through MM/DD/YYYY

Do you want to change the General Ledger Updated status for the selected inventory items? Changing the status will not update the transaction to the General Ledger.

Yes, I want to change the General Ledger Updated status. Select the Mark Transactions as Updated to the General Ledger as of [ MM/DD/YYYY] checkbox. Next, enter the MM/DD/YYYY.
No, I do not want to change the General Ledger Updated status. Deselect the Mark Transactions as Updated to the General Ledger as of [ MM/DD/YYYY] checkbox.

4. Set up the Update Links for Related Transactions checkbox.

Some transactions in Materials Management have information that is linked to other transactions. When you update a transaction that includes linked material or you update something that is used by another transaction, you will need to run recalculate to update all of the linked transaction.

Update links for related transactions

5. Click GO (CTRL+G).

Next, run Checkout again to make sure the errors have been corrected.

Updated 31Jul2018