When trying to add transactions to a Payment Run the error 'Locked by other allocation' may appear and stop the transactions being added.
This will be due to an open Allocation Session containing that transaction. To check this look at the Flags column on the transaction and there will be an 'L' which when hovered over shows the Tool-tip 'Transaction Locked by Allocation Session'.
To find this Flag:
Open Financials to the Toolbar.
Click Sales/Purchase Ledger.
Select Customers/Suppliers.
Click the Transactions tab.
Locate the affected Transaction.
Scroll to the right until the Flags column shows.
Look for an 'L' in the Flags column.
If this then shows then the transactions Allocation Session will need to be discarded. To do this follow the below:
Follow previous steps 1-7.
Right-click on the Transaction.
Select Allocation or use hotkeys (Ctrl + Shift + A).
In the top half of the screen, right-click in the Header and select Take Control. This will move the Allocation Session into your ownership.
Right-click in the Header and select Discard Session. A dialog appears.
Click Yes. Discarding the Session will delete it and free up the transaction to be added to the Payment Run or new allocation session.
Repeat steps 2 to 6 for any further Transactions.
Navigate back to Payment Runs or Allocation Session and add the required transactions to it.