Common Symbols

Which symbol are you seeing?

Paper/Document

Red X

Yellow Triangle

Yellow Padlock

Yellow Bell

Red/Green Gear

No Symbol

Clock/Stopwatch (Transaction History Button)

Paper/Document

When a white paper (document) symbol appears on a transaction record, this indicates that the transaction is in Test mode.

Need to change to Production? Check out this article.

Red X

When a red X appears on a transaction record in your Outbox, this indicates that there are mandatory fields that need to be filled in on the transaction before it can be sent. Double click on the transaction to open it and fill in the red fields.

If the red X appears in your Sent folder, this means the transaction failed, and would need to be investigated further.

This article explains the reasons behind red X's and what you can do about them.

Yellow Triangle

When an exclamation point in a yellow triangle appears on a transaction record, it means that an update was made to the Trading Partner map.

To get rid of this marker on a selected transaction record, click Options in the Action Bar, select Upgrade, and then select Standard Upgrade.

You can also simply open the transaction for the mapping updates to take effect.

Yellow Padlock

A padlock symbol indicates:

Transaction is currently being used (i.e., as part of an export, another user has it open). This goes away once the transaction is no longer in use and is closed.
If you see a lock while attempting an integrated function (i.e., export), you may need to change your settings to avoid this error. Go to Transaction Manager > Integration Settings and switch to Option 1 - Advanced Functionality. Refer to this article for more on this option.

If you own Scheduler, transactions will lock to be safe while Scheduler is in the process of moving the documents, as the process doesn't happen immediately. You may see a message such as, "Transaction 123456789 is currently locked by user TMOCloudScheduler_AsyncUser".

Yellow Bell

A bell indicates that a new address (not yet in your Address List) or a new item (not yet in your Item Catalog) was received on an incoming transaction. This will appear if these alerts have been configured at the Trading Partner level.

Gear

If transactions are set to be created and sent under the Automation setting at the Trading Partner level, a green gear symbol will appear to show that this action has been taken successfully. A red gear indicates an error with the transaction.

Need to set up a transaction to be created and sent automatically? Check out the "Automate Transaction" tutorial under Guided Tutorials for step-by-step guidance!

No Symbol

Transactions in your Inbox without any symbols indicate that they are in Production mode. Transactions in your Outbox without symbols indicate that they are also in Production mode and ready to be sent.

Clock/Stopwatch (Transaction History Button)

The circular (clock / stopwatch) symbol in the first column is actually a quick link button to view Transaction History.

If you click on this button, a pop up will appear, outlining the details surrounding and actions taken with the selected transaction.