Menu Path: Electronic Data Interchange Reports EDI Exception Report
Create a report to display EDI exceptions.
Use EDI Exception Report to create a report of EDI exceptions, such as transactions that were processed, but not received by the trading partner. The report can include data for incomplete send/receive sessions, failed translations, data that is not compliant, overdue functional acknowledgments, sales orders that were not imported, and flat files that were not moved from the EDI autoimport folder.
NOTE For information on the autoimport folder, refer to the EDI Transaction Manager Installation and Configuration Guide.
The report also includes data for skipped control numbers for trading partners for which the Check Sequential Control Numbers check box is selected in EDI Trading Partner Maintenance.
You can include these exceptions for all trading partners and archive dates, or a range of trading partners and archive dates. You can also specify the number of days from the current date for which to include transactions on the report if you do not specify a range of archive dates.
Note If Compliance Error (Fixed) appears in the Exception Reason column of the report, the compliance error was fixed, but the original transaction (that had the compliance error) has not yet been voided. If you see this value in the report, you should void the original transaction (with a status of B) in EDI Task Management.
To output the EDI Exception Report:
Select filter criteria for the EDI exceptions you want to include on the report.
Select the EDI exceptions you want to include on the report.
Click the Print Options tab.
Select a report output option and processing option.
Click the Print button in the ribbon to output the report.
Button |
Description |
Exit |
Click this button to close the EDI Exception Report window. |
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Click this button to output the report. |
Field or Button |
Description |
Select this check box to include all trading partners on the report. This check box is selected by default. |
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Enter the first trading partner ID in a range of trading partner ID's to include on the report, or click the Lookup button to select a trading partner ID. This field is only enabled if you clear the All Trading Partners check box. |
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Enter the last trading partner ID in a range of trading partner ID's to include on the report, or click the Lookup button to select a trading partner ID. This field is only enabled if you clear the All Trading Partners check box. |
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Click this button to display Select Trading Partner, which allows you to select multiple trading partners for the report. This button is only enabled if you clear the All Trading Partners check box. |
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Select this check box to include all EDI trading partner groups on the report. This check box is selected by default, and is only enabled if the All Trading Partners check box is selected. |
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Enter an EDI trading partner group to include on the report, or click the Lookup button to select an EDI trading partner group. This field is only enabled if you clear the All Trading Partner Groups check box. |
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Select this check box to include all EDI form types on the report. This check box is selected by default. |
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Enter the first EDI form type in a range of EDI form types to include on the report, or click the Lookup button to select an EDI form type. This field is only enabled if you clear the All Form Types check box. |
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Enter the last EDI form type in a range of EDI form types to include on the report, or click the Lookup button to select an EDI form type. This field is only enabled if you clear the All Form Types check box. |
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Click this button to display Form Type List, which allows you to select multiple EDI form types to include on the report. If you click this button and select form types, the check box to the right of this button is selected. This button is only enabled if you clear the All Form Types check box. |
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Select this check box to include all archive dates on the report. This check box is selected by default. |
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Enter the first archive date in a range of archive dates to include on the report, or click the drop-down arrow to select an archive date. This field is only enabled if you clear the All Archive Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last archive date in a range of archive dates to include on the report, or click the drop-down arrow to select an archive date. This field is only enabled if you clear the All Archive Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the number of days (0-999) from the current date for which to include transactions on the report. A date is calculated based on this value, and compared with the last EDI process date (the date when a flat file was last generated) for transactions to determine if the transactions appear on the report. This field cannot be used if you enter an archive date range, and it must be used if you do not enter an archive date range. |
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Select whether the report includes inbound, outbound, or both inbound and outbound transactions. |
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Select this check box to include information on the report about incomplete sessions. A session is incomplete if all files were not successfully processed during a send or receive session. This check box is selected by default. NOTE If you select this check box, information is included for all trading partners, trading partner groups, and form types even if you filter the report for a specific trading partner, trading partner group, or form type. |
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Select this check box to include information on the report about untranslated EDI files, including errors related to mapping issues (for example, data received on unmapped\implemented elements or undefined EDI forms). This check box is selected by default. |
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Select this check box to include information on the report about files that failed compliance checking. This check box is selected by default. |
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Select this check box to include information on the report about outbound functional acknowledgments that are late. This check box is selected by default. |
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Select this check box to include information on the report about EDI order import errors. This check box is cleared by default. |
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Select this check box to include information about files left in the autoimport\imports folder for more than the number of minutes entered in the Cutoff Minutes field. This check box is selected by default. NOTE If you select this check box, information is included for all trading partners, trading partner groups, and form types even if you filter the report for a specific trading partner, trading partner group, or form type. |
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Enter the number of minutes for flat file import error checking. This defaults to 60. |
Field or Button |
Description |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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