Error - Can't Date Transactions

Error - Can't Date Transactions


Applicability
This error applies to the following situation:
  • You are importing transactions
  • You do not have any field mapped to category "Transaction Date"

Impact
This error prevents you from importing transactions.

Explanations
Without a field mapped to category "Transaction Date", it is not possible to assign a date to transactions. Without a date, it's not possible to know which transactions should be taken into consideration for a given plan period. For example, for a quarterly plan, we must be able to determine which transactions fall into each quarter. Without a date, calculations cannot be performed.

Resolution
To fix this issue, you must either:
  • Map one of your existing fields to the "Transaction Date" category
  • Add more fields to your transaction, and map one of them to the "Transaction Date" category

    • Related Articles

    • Error - Can't Credit Transactions

      Applicability This error applies to the following situation: You are importing transactions You do not have any field mapped to category "Owner / Sold By" You do not have any field mapped to category "Territory or Team" Impact This error prevents you ...

    • Error - No Field Mappings

      Applicability This error applies to the following situation: You are importing transactions You have not mapped fields Impact This error prevents you from importing transactions. Explanations Some field mappings are required: At least one field ...

    • What Does The "Credit Date" Represent?

      The "Credit Date" field tells you the effective date which allowed the transaction to fall within calculation period. When running a calculation for a given time period, we must determine which transactions are eligible based on their dates. In some ...

    • Warning - Your Selected Date Field Could Cause Double-Crediting

      Applicability This warning applies to the following situation: You have chosen to import transactions automatically (hourly) from a connection Your chosen transaction date field is a date which changes frequently (ex: "last modified") Impact This may ...

    • How Do Advanced SQL Statements Work?

      What Are Advanced SQL Statements? Our technical team may configure advanced SQL statements which operate directly against the database. This is done a/ for performance reasons, b/ to perform complex queries spanning multiple entities, or c/ to ...