When I get the following error when saving an Oppo...
# ask-stanley-ai
a
When I get the following error when saving an Opportunity, which fields and/or related records is it complaining about? TRANS_UNBALNCD Transaction was not in balance. Total = 800.0 This is on an Opportunity with status "Closed - Won", which has a related Estimate, Sales Order, and Invoice. It can't be because of the Opportunity having been posted, because Opportunities are non-posting transactions, aren't they?
c
AI generated answer (using internal Slack threads):
The error
TRANS_UNBALNCD Transaction was not in balance. Total = 800.0
typically occurs when there is an imbalance in the transaction amounts. This could be due to a variety of reasons such as changes in tax, missing account related fields in line items, or issues with Custom GL plug-ins. In your case, since you mentioned that the Opportunity is "Closed - Won" and has a related Estimate, Sales Order, and Invoice, it's possible that the error is occurring due to changes made to these related records. Here are some potential causes: 1. Changes in Tax: If you are modifying the tax codes or amounts after the transaction has been posted, it could cause an imbalance. 2. Line Items: If any of the line items (tax item, shipping item, discount item etc) are missing one of its account related fields, it could cause this error. 3. Custom GL plug-ins: If you are using any Custom GL plug-ins, ensure that the custom debits and/or credits balance. 4. Changes in Amount or Rate: If you are setting both the Rate and Amount for a line item, it could cause an imbalance. Try setting only the Rate and not the Rate and Amount. 5. Order of Setting Fields: In dynamic mode, the order in which you set your fields matters. For example, setting the rate after the amount overwrites the amount. Remember, Opportunities are indeed non-posting transactions, but they can have related records like Estimates, Sales Orders, and Invoices which are posting transactions. Any changes to these related records could potentially cause the
TRANS_UNBALNCD
error. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844909787
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83380127
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829406798
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