Required actions for Exception details matrix
When you click the matrix in the On Your Radar widget, the related required actions are displayed. Invoices with exception details are categorized by error type and displayed in the widget.
You can click to access the
Exception Details window, wherein you can perform these actions:
- View the list of exceptions with details such as the error type, creation date, group name, error number, message, and error data.
- Search for errors using the range fields for error creation date. The default value for these fields is the last 30 days.
- Filter the grid by date range. The default value for this field is Last 30 days.
- Sort the grid by creation date.
- Click a vendor number to view the related details on the Vendor
Inquiry screen in the CSD application.Note: This link is available only for the Invoice error type.
- Click an invoice number to view the related details on the Vendor Invoice
Center screen in the CSD application.Note: This link is available only for the Invoice error type.
- Click a PO number to view the related details on the Purchase Order
Inquiry screen in the CSD application.Note: This link is available only for the PO error type.
- Click a product number to view the related details on the Product
Inquiry screen in the CSD application.Note: This link is available only for the PO error type.
- View and hide row filters using the option.
- Remove the filters using the option.
- Export the entire list of invoices to an Excel sheet using the option.