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Planview Customer Success Center

Unable to uncheck revenue tentative data

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Symptoms
Unable to uncheck revenue tentative data in the 02 -- Process Tentative report under Finance.

Reason
When a resource selects a billing office and selects Run on Schedule. The records will become locked until the Process Revenue Tentative job processes. This will become a problem if the resource goes on vacation, or if another resource needs to unlock the record and was not aware who locked the records.

Resolution
1. In SQL management studio, execute the following query

select * from RevRecSelection

2. This table will display all the records that have been selected to be
processed for revenue tentative.

3. Note update by ResourceID and run the following statement to determine who put these records into the Revenue Tentative state.

For example.

select * from resources where resourceid = 'xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx'