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Exception Inquiry

Exception Inquiry

Owned by Emma Greenwood

Description:The Exception inquiry displays any setup exceptions in the system, such as missing account details. 

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Description
Excel

Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. 

Favorites Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Grid LayoutOpens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).

(lightbulb) The bolded view is the default view, which will determine the view will automatically display in when opened. 

Inquiry Criteria

Opens Inquiry Criteria window where users can define the following criteria: 

  • From Date
  • To Date
  • Group
    • GL Account Setup
    • Vendor Setup
    • Customer Setup
    • Item Setup
    • Other Master File Setup
    • Transactions
  • Show Closed 
RefreshRefreshes the inquiry. 
Save

Saves the changes made to the record. 

(lightbulb) It is only necessary to click the Save button when a change is detected on the page. When a change has been made, a ‘ + ‘ character is displayed prior to the page name in the page title bar (light blue bar in the upper left corner of the page). Clicking Save reloads the page.

Columns

Column Headers

Description
ClosedDisplays if the exception is closed (Yes) or open (No). This field is only editable for the Transactions Exception Group.
CommentAllows users to add comments to transactions that are being manually closed by the user. This field is only editable for the Transaction Exception Group when the Closed status is No.
ExceptionThis field displays the reason for the exception.
Extra InfoDisplays any additional information available.
Source

Displays the source of the exception e.g. transaction ID, Item ID & Description, Account ID & Description.


The first column displays a hyperlink to the Record for the following exception groups:

  • Customer Setup
  • Item Setup
  • Transactions
  • Vendor Setup

Related Topics

Accounts

Customers

Items List View

Vendors


 Page Definitions


 Technical Details
Table Names:
dbo.ERPx_MFException



Stored Procedures:
dbo.IQx_MFSEL_ExceptionInquiry
dbo.IQx_MFUpdate_ExceptionInquiry
dbo.SPx_MFINS_SysLogDBException
dbo.SPx_MFSYS_InstallSystemException














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