Audience: External | ZoneReconcile Admins
Unlock a credit card statement that remains in Currently processing status so you can edit and resubmit it. Use this procedure only after confirming that background processing has finished.
Looking for bank statements instead? See How to Resolve Bank Statements Stuck in Processing in ZoneReconcile.
Why statements get stuck
The Credit Card Statement SuiteApp automatically decides whether to process a statement immediately or as a scheduled background job in NetSuite. The decision depends on the number of lines submitted for processing.
- The threshold for scheduled processing is approximately 40 statement lines. When the SuiteApp schedules the job, a green message appears stating that the statement is currently processing.
- When NetSuite finishes processing all the data, the solution sends an email to the user and unlocks the statement.
- Occasionally, the final unlock step does not complete, and the statement remains in Currently processing status.
Prerequisites
- Log in with the Administrator role. By default, only system administrators can unlock statements.
- Confirm that at least 1 hour has passed since the statement was submitted.
Important: Unlocking a statement too early can create duplicate transactions. If the statement is still processing and a user resubmits it, the system processes the data twice. For this reason, the unlock feature is restricted to administrators.
💡 Tip: In a busy environment, wait longer than 1 hour before unlocking a statement.
Unlock a statement
- Navigate to Transactions > Credit Card Import > Unlock Statement. The page lists all statements in Currently processing status.
- Select the statement to unlock.
- Click Submit. A success message appears when the unlock completes.
- Navigate back to the affected statement. Confirm that the green information message no longer appears and that you can edit the statement.
Provide custom roles access
To grant custom roles access to the unlock feature, see Roles and Permissions.