Exceptions - RPA Exceptions

This tab displays trade and expense related invoices that are failed to register during the Robotic Process Automation (RPA) process, due to errors or exceptions. The list includes invoices that are yet to be reviewed.

You can filter invoices in the grid, based on these fields:

• Exception

  The type of exception for which the invoices are not registered. Possible value:

  • All
  • Failure
  • Missing Information
  • Needs Verification
  • Pending Process

• Process Type

  The type of invoices that contain errors. Possible values:

  • Trade Invoice
  • Expense Invoice

• Last Run Date

  The last date on which the automation was run to process invoices.

• Record Limit

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

• From Invoice Date and To Invoice Date

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

You can perform these actions in the grid:

• View the list of trade and expense invoices that contain errors or exceptions, along with the details of the vendor, invoice, purchase order, and last run date.
• Filter the list, using the Search field.
• Click the purchase order number to access the Purchase Order Inquiry screen in the application.

• Use the Archive option to remove the selected invoices from the grid and move to the Archive status.

  Note: The Archive option is displayed only when one or more invoices are selected.

• Use the Move option to change the status of selected invoices.

  Note: The Move option is displayed only when one or more invoices are selected. This option is enabled only when errors in the selected invoices are resolved.
• Click Review for an invoice to open a new window. The name of the window is based on the type of exception in the invoice. You can view and resolve the header and line level errors in the selected invoice.
• View and hide row filters, using the Show filter row option.
• Remove all filters, using the Clear filter option.
• Export the entire data to an Excel file, using the Export to Excel option.