Pending Transactions
The Pending Transactions area enables users to access transactions that have yet to be completed. These documents are saved to the system with a status of Held, Discarded, or Pending.
| Status | Description |
|---|---|
| Held | Documents are placed on hold in one of two ways: 1) the user clicks the Hold button or 2) the user cancels the transaction and selects the option to place the document on hold (instead of discarding). |
| Discard | Transactions that were discarded. For example, when a user clicks the Cancel button on a transaction. A prompt with three options (Hold, Discard, Cancel) is displayed. If the user clicks the Discard button, the transaction is saved (for a limited time) to the discard list. |
| Pending | Transactions that were started but not completed. For example, when a user starts a transaction and then suddenly closes the browser, the transaction is saved to Pending Transactions. |
Filtering the list of Pending Transactions
You can filter the list of Pending transactions by Workstation or by one of the status values.
- From the home screen, select POS > Pending Transactions.
- Enter filter criteria and then click the Search button.
- Click the desired transaction. To display the transaction: click View Transaction.
Permanently Discard a Transaction from Pending Transactions
Users with the required permission (POS > Discard Held/Pending Transactions) can permanently discard transactions from within the Pending Transactions search results screen. To permanently discard a transaction, click Discard Transaction.
Default Status Filter for Pending Transactions
A preference enables you to select the default entry for the Status field when filtering pending transactions in the Pending Transactions area. This preference is added in Node Preference > System > Documents. By default, the Status filter is set to "Pending" which means that held and recently discarded transaction are not included.
Select the desired default Status Filter from the drop-down:
| Options | Description |
|---|---|
| All | All pending transactions, held transactions and discarded transactions. |
| Held | Transactions placed on hold, either by clicking the Hold button on the bottom toolbar, or choosing Hold when discarding a transaction. |
| Pending | Transactions that were started but not completed. For example, when a user starts a transaction and then suddenly closes the browser, the transaction is saved to Pending Transactions. |
| Discard | Transactions that were discarded. For example, when a user clicks the Cancel button on a transaction. A prompt with three options (Hold, Discard, Cancel) is displayed. If the user clicks the Discard button, the transaction is saved (for a limited time) to the discard list. |