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exceptions [2024/12/20 19:06] – tina.roblesexceptions [2026/10/19 18:39] (current) – tina.robles
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 **__Claim and Sales Exceptions__** **__Claim and Sales Exceptions__**
  
-When data is received via sales data or eclaim load that can’t be resolved, it creates an exception.  The claim exceptions can be resolved by assigning the company, product, UOM and lumpsum exceptions to master data within the application.  To work the exceptions, navigate to Admin -> Exceptions.  Each type of exception is broken out into a separate screen, and the exceptions need to be worked in the order they appear in the menu.+When data is received via sales data or eclaim load that can’t be resolved, it creates an exception.  The claim exceptions can be resolved by assigning the company, product, UOM and lumpsum exceptions to master data within the application.  To work the exceptions, navigate to Admin -> Client Settings -> Exceptions Mapping.  Each type of exception is broken out into a separate screen, and the exceptions need to be worked in the order they appear in the menu.
  
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 **Claimant Contractee Exceptions** – resolve the claimant and contract information to the master company list. The record being mapped to can be either a company or company_grouping record as indicated by the first column.  The focus on this grid is the contract title and contract id column.  The information being mapped is to the contractee on the contract based on the contract title information.  Example: if it’s a direct deal where the contract title states Marketing and it’s for a company name of Sysco Albany then look for a company name of Sysco Albany in the master list to map to.  If the contract title is a description of an operator contractee deal that states Compass in the contract title column, then that might be mapped to a company name of Foodbuy in the master list.  Note: The File Names field is currently under development and is not currently used for anything. **Claimant Contractee Exceptions** – resolve the claimant and contract information to the master company list. The record being mapped to can be either a company or company_grouping record as indicated by the first column.  The focus on this grid is the contract title and contract id column.  The information being mapped is to the contractee on the contract based on the contract title information.  Example: if it’s a direct deal where the contract title states Marketing and it’s for a company name of Sysco Albany then look for a company name of Sysco Albany in the master list to map to.  If the contract title is a description of an operator contractee deal that states Compass in the contract title column, then that might be mapped to a company name of Foodbuy in the master list.  Note: The File Names field is currently under development and is not currently used for anything.
  
-**Company Product Exceptions** – resolve product information to the master product list.  The focus on this grid is on the manufacturer product sku and company product name to find the correct product in the master list.  This master list includes both active and inactive product records.  +**Company Product Exceptions** – resolve product information to the master product list.  The focus on this grid is on the manufacturer product sku and company product name to find the correct product in the master list.  This master list includes both active and inactive product records.  **The Product Exception Mapping screen now captures two additional fields from incoming electronic rebate and billback source data: Product UPC and Product GTIN. When present in customer backup files, these fields automatically populate to provide greater detail and enhance product mapping accuracy for the TELUS team.**
  
 **UOM Exceptions** – resolve the UOM to the UOM master list.  If a UOM is missing from the master list, navigate to the Product Admin –> UOM Type admin screen to create a new UOM.  **UOM Exceptions** – resolve the UOM to the UOM master list.  If a UOM is missing from the master list, navigate to the Product Admin –> UOM Type admin screen to create a new UOM. 
exceptions.txt · Last modified: by tina.robles

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