Change of Transaction Type is Not Allowed

Change of Transaction Type is Not Allowed

Causes:

There are four causes of this error:

  1. The transaction has previously been sent to dash with a different Type Code or Property Type
  2. There is a mismatch between the Type Code and Property Type that violates Anywhere Real Estate Inc.'s guidelines
  3. If AccountTECH is not your company's listing provider, the company that is submitting listings to dash may be sending the transactions with a Type Code, Property Type, or Classification that is different from the information being submitted by AccountTECH
  4. (Uncommon) The transaction is being matched with an old record in dash when Anywhere Real Estate Inc. processes the submission

Generally the transactions update history and submission history will provide enough information to determine which of the above cases applies. If the error is caused by a mismatch on Anywhere Real Estate Inc. end (cause #4), AccountTECH's staff will need to open a ticket with dash help desk in order to resolve the case.

Fix:

Review Property Type Information

The first step in correcting a property record's transaction type is to verify the current transaction type in darwin Cloud. The following information should be reviewed:

  1. type code
  2. accounting code
  3. property type

Case 1: One or more field is blank

If the transaction was imported from an MLS or other feed, and if any of the three fields are blank, please contact support@accounttech.com. Provide the property address, MLS number, and a screenshot or description of the missing information so we can review the feed setup.

Case 2: All three fields are filled in

If the three fields are filled in, there are two options for submitting the transaction. The best option will be determined by 1) whether the transaction settings used in prior dash submissions are correct (option 1) or 2) whether the transaction type in dash is incorrect and needs to be updated (option 2).

To confirm the property type in dash, either:

  1.  Log into dash and confirm the property type (commercial vs. residential; improved vs. unimproved land), classification (sales transaction, lease, referral, or Other Income),  and property subtype (type of property or land).  These three values should correspond to the type code, accounting code, and property type in darwin Cloud respectively.
  2. Check the History tab of property record for changes made to typecode, classification or property type.  These correspond to the type code, accounting code, and property type on the Property Basics screen.  If the changes were made prior to the first submission to dash, the record in dash will reflect the original values.

Please keep in mind that Anywhere Real Estate Inc. does not permit updates to the transaction type of existing records; if the transaction type needs to be changed, the original record will need to be withdrawn or canceled, and a new property record will need to be created.

Option 1: Update Property Type and Resubmit

This method will update the existing record in dash without changing the transaction type associated with that record. If the record in dash has an incorrect transaction type (ex. it has been submitted as a Sale when the correct transaction type is Rental), the existing record should be withdrawn or canceled, and a new record should be submitted with the correct property type (see Option 2).

To submit a property with the original property type, the following information should be updated based on the values on the corresponding record in dash:

  1. type code
  2. accounting code
  3. property type

If the dash record cannot be reviewed directly, use the History tab on the property record in darwin Cloud to review changes that have been made:

  1. Click Properties menu
  2. Use search button to locate the property
  3. Click History
  4. Locate updates for typeCode
  5. Locate updates for classification
  6. Locate updates for property type
  7. Confirm the timestamp associated with the update(s)

Compare the timestamp associated with updates to the submission records:

  1. Go to Submission submenu 
  2. Review submit date of most recent successful submission (result type should be "S")

The correct type code, accounting code, and property type to use are the ones associated with the property record at the time of the successful submission. In most cases, this will be the submission that occurred before the values were changed in those fields.

After the correct values have been identified:

  1. Edit type code to match original value (if needed)
  2. Edit accounting code to match original value (if needed)
  3. Edit property type to match original value (if needed)
  4. Click save
  5. Click submit

When the property type matches the value in dash, the transaction should submit successfully. If this does not resolve the error, please contact AccountTECH support for further assistance by emailing support@accounttech.com. Provide the property address and Property ID or MLS # in the email.

Option 2: Duplicate Property Record and Submit (status Active or Pending)

To ensure that dash is receiving the transaction with the correct settings, a duplicate record can be created and submitted. Please keep in mind that the existing record in dash will will need to be manually withdrawn or canceled.

To create a copy of the record with the correct transaction type:

  1. Click Properties
  2. Search for the property using search button
    • fill out necessary information in the field
  3. Click copy
  4. Choose from the options which side information will be copied
  5. Click Copy
  1. Click yes on the window pop-up
  1. Double-check the information on the new, duplicate record to make sure it is correct
  2. Click submit
    • For active or pending status transactions

NOTE: See additional instructions for transactions that have already been processed and paid in darwin Cloud

Copies of the transaction in dash with the incorrect transaction type should be cleaned up according to the following guidelines:

  • Active transactions: update status to Withdrawn
  • Pending transactions: update status to Canceled

After the duplicates in dash have been removed, the original record in darwin Cloud can be removed as well:

  1. Click Properties
  2. Search for the original property using search button
    • fill out necessary information in the field
  3. Click delete
  4. Click yes on the next window pop-up

Prevention:

If "Change of Transaction Type" errors are occurring frequently for your company, check the History tab of affected transactions to see if incorrect information is being pulled from the MLS.  If information is feeding from the MLS incorrectly, please contact support@accounttech.com and provide the following information for our team to review:

  • property address
  • property MLS ID
  • description of the incorrect data imported
  • description of how the data should import

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