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exceptions [2021/07/27 09:55] – lisa.maloney | exceptions [2024/12/20 19:06] (current) – tina.robles | ||
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When data is received via sales data or eclaim load that can’t be resolved, it creates an exception. | When data is received via sales data or eclaim load that can’t be resolved, it creates an exception. | ||
- | {{:pasted:20210419-103125.png}} | + | {{:pasted:20241220-190504.png}} |
//**After mapping the exceptions click the Validate button at the bottom of every screen. | //**After mapping the exceptions click the Validate button at the bottom of every screen. | ||
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**Location Exceptions** – this screen is not currently used for mapping exceptions. | **Location Exceptions** – this screen is not currently used for mapping exceptions. | ||
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+ | **Alternate Payee**-resolve the company that the PAYMENT needs to go to. | ||
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__Steps to Resolve Exceptions__ | __Steps to Resolve Exceptions__ | ||
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Disassociate – if the assigned relationship is incorrect and it needs to be removed, click the Disassociate button in the Alias list. This will remove the mapping of that source data to master list and the information for the source company will display back in the source data section. | Disassociate – if the assigned relationship is incorrect and it needs to be removed, click the Disassociate button in the Alias list. This will remove the mapping of that source data to master list and the information for the source company will display back in the source data section. | ||
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+ | ** Grid Exports** | ||
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+ | To export the data in any of the grids, click on the gear and select Export as and select either CSV or Excel. | ||
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