Process pending actions
Process pending actions are used to recalculate the budget for the affected budget dimensions or to reflect changes made in the budget groups.
Use the Process Pending action when any of these dimension hierarchy changes are made:
- When a new posting element is added.
- When a new manual element is added.
- When an element or member is added, moved, deleted, tracked, or edited at the summary level.
Use the Process Pending Remove action when a posting or manual element is removed.
Users can also create or update transactions with a pending status. See this table for specific scenarios:
| Scenario | Description |
|---|---|
| Unreleased transactions without predecessors | Creating, updating, or deleting transactions that affect commitments or encumbrances is allowed while the process is pending. Releasing transactions will only proceed after the pending process is completed. |
| Unreleased transactions with predecessors | Creating, updating, or deleting transactions that can delete existing commitments or encumbrances is not allowed while the process is pending. Releasing transactions will only proceed after the pending process is completed. |
| Released transactions that can have updates after releasing | Creating, updating, or deleting transactions that can delete existing commitments or encumbrances is not allowed while the process is pending. Releasing transactions will only proceed after the pending process is completed. |
These tabs are displayed in the budget template when there are dimension hierarchy changes:
- The Pending Members tab is displayed when a new posting element is added.
- The Pending Manual tab is displayed when a new manual element is added.
- The Pending Recalculate tab is displayed when an element or member is added, moved, deleted, tracked, or edited at the summary level.
- The Pending Remove tab is displayed when a posting or manual element is removed.
See Budget edit dimension hierarchy maintenance.
A budget group that is added and in a pending state is ignored for editing purposes. Run the Pending action or reactivate the template before you apply budget editing.
For a budget group that is removed and in a pending remove state, budget editing still applies. A budget group is only ignored for budget editing after the Pending Remove action is run.