Exceptions - Invoice Details

This tab displays invoices and Purchase Orders (PO) that contain errors or exceptions, after the documents are registered in the Distribution SX.e application, through the RPA automation process. The information is displayed in the grid, based on the field values specified in the Apply Filters section of the workspace.

You can sort the grid based on the Invoice Due Date. You can use the Search Filters section on the tab, to further filter the invoices in the grid, based on these fields:

  • Process Type

    The process type for which invoices are created and contain errors or exceptions. Possible value:

    • All
    • Expense Invoices
    • Addons Only
    • Trade Invoices

  • Display

    The list of invoices to be displayed. Possible values:

    • All: Invoices with errors, exceptions, or both.
    • Only Exceptions: Invoices with exceptions only. This is the default value.

  • Vendor

    Thevendor whose invoices contain errors or exceptions.

  • Record Limit

    The number of invoices to be displayed in the grid. The default value is 250.

  • Created By

    The user who created the invoices that contain errors or exceptions.

  • From Invoice # and To Invoice #

    The range of invoices with errors and exceptions.

  • From Invoice Date and To Invoice Date

    The date range in which invoices are processed, that contain errors or exceptions.

  • From Due Date and To Due Date

    The date range in which invoices are due for payment, that contain errors or exceptions.

  • From Discount Date and To Discount Date

    The date range in which invoices qualify for discounts, that contain errors or exceptions.

  • Buyer

    The buyer whose invoices contain errors or exceptions.

  • From PO Due Date and To PO Due Date

    The date range in which purchase orders are due for processing, that contain errors or exceptions.

  • PO Stage

    The stages of Purchase Orders (PO), for which invoices contain errors or exceptions. Possible values:

    • Entered
    • Ordered
    • Printed
    • Acknowledged
    • Prereceived
    • Received
    • Costed
    • Closed
    • Cancelled

  • PO Transaction Type

    The types of PO transactions, for which invoices contain errors or exceptions. Possible values:

    • Purchase Order
    • Quote
    • Return Merchandise
    • Accumulative
    • Blanket Order
    • Blanket Release
    • Direct Order

You can perform these actions in the grid:

  • View the list of invoices that contain errors, exceptions, or both, along with the details of the vendor, invoice, discount, purchase order, and activities.
  • Filter the list, using the Search field.
  • Click the vendor number to access the Vendor Inquiry screen in the application.
  • Click the invoice number to access the Vendor Invoice Center screen in the application.
  • Click the purchase order number to access the Purchase Order Inquiry screen in the application.
  • Click the product number to access the Product Inquiry screen in the application.

  • Click the Activity icon to access the Activities window. You can view activity history or create a new activity for the selected invoice, on the window.

    Note: The Activity icon is displayed only if a valid PO is associated with the invoice.
  • Expand an invoice to view the exceptions details and the document that contains errors. You can click the Document icon to access the document in a new tab.