Reviewing EDI 820 errors on the Transaction Detail Page

  1. On the Documents tab, click the drill down icon for a transaction that contains exceptions or errors.

    The Transaction Detail page opens.

  2. On the Errors tab, specify search criteria, including the section and types of messages, and then click Search.
  3. Review the messages in the Error Description column. Determine which errors you can correct in ETCC and which errors you must correct in other functions.
  4. If No is displayed in the Ready to Process? field, some errors must be corrected in Customer Lock Box Entry.
    1. Click the Check # hyperlink in the header to access Customer Lock Box Entry.
    2. Correct the information.
    3. Click Yes to schedule the update for the batch if this message is displayed: Schedule ARELU Lockbox Update?
    4. Optionally, return to ETCC to change the Update Status of the document. Select the document, and the select Actions > Set Transaction Complete.
    5. If the Schedule ARELU Lockbox Update? does not display, return to ETCC to correct the remaining errors.
  5. To correct data in ETCC, click the Data tab.
  6. Select a Received row, and then select Action > Override Transaction.

    A new Override Data row is displayed in the grid, below the Received row.

  7. Select the Override Data row, and then click Edit.
  8. Specify the correct values, and then click Save.
  9. After the errors have been corrected, click Accounts Receivable - Lockbox Update to schedule the update for the batch. Click Yes when this message is displayed: Schedule ARELU Lockbox Update?.

    You can also click Action > Update Transactions to schedule an update.

  10. Refresh the grid on the Documents tab to confirm that the Update Status for the transaction is Complete.
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