Enabling the Clear Allocation in Progress action

When a transaction is matched using any of the matching facilities, the Allocation in Progress status is set on the transaction to prevent it being selected for matching by any other user in another session. When the matching is posted, the status is changed to Matched.

However, if the transactions are placed on hold the Allocation in Progress status remains on the transactions until the allocations are completed or cancelled.

A transaction can be placed on hold with outstanding allocations in two ways:

• if the allocations were made using the Online Allocation facility and the journal was placed on hold.
• if a multi-part split allocation could not be completed and is suspended.

In some exceptional circumstances the Allocation in Progress status may not be reset correctly, for example as a result of computer failure. In this case a user with the appropriate data access group authorization can use the Clear Allocation in Progress action to reset this status for a transaction.

These steps are required to allow an authorized user the right to reset the Allocation in Progress status. This permission should only be granted to the system administrator to ensure it is not used indiscriminately.