Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > Process of Managing Bulk Requests >

Managing Exception Data in a Bulk Request

The valid data in an action set of a submitted bulk request generates a bulk quote or order. If a submitted bulk request contains invalid data, then the invalid data is not included in the generated bulk quotes or orders. You can correct this invalid data, and then resubmit the bulk request to include the corrected data in the bulk quotes or orders. Alternatively, you can exclude the data in the bulk request from the bulk quote or order.

Invalid data items in a bulk request are captured as exception records. An exception record corresponds to an action set, an instance, or an action in a bulk request that failed validation. For each exception record, you can correct the data in the bulk request and include that data in the bulk quote or order, or you can exclude the data in the bulk request from the bulk quote or order.

When you include or exclude the exception data in a bulk request, the exception record is assigned a clear date, indicating when the exception record was reviewed. Exception records are not deleted and continue to appear. An exception record with a clear date indicates that the exception was reviewed, while an exception record with no clear date indicates that the record was not reviewed.

This task is a step in Process of Managing Bulk Requests.

To manage exception data in a bulk request

1. Navigate to the Bulk Requests screen, then the Bulk Requests List view.
2. In the Bulk Requests list, click the Request Name field for the bulk request.

   The Bulk Request form appears. Below this form, sections for action sets, instances, and actions appear.

3. Click the Exceptions link in the Action Sets view, and select an action set.

   Information about invalid data for the action set appears in the Exceptions list below the Action Set list.

   NOTE:  Alternatively, if your user ID is in the Notify User field of the bulk request, you can review email messages about invalid data that are automatically sent to you when the bulk request is submitted.

4. In the Exceptions list, review the description of the invalid data in the Exception field.
5. Proceed to one of the steps listed in the following table.

   If you want to...	Then go to...
   Exclude the bulk request data in an exception record	Step 6
   Include the bulk request data in an exception record	Step 7

6. To exclude from the bulk quote or order the bulk request data that corresponds to an exception record, perform the following steps.
   1. Select the exception record.
   2. Click Clear to acknowledge that the exception has been reviewed.

      The Clear Date field for the exception record is time-stamped with the current date.

   3. Go to Step 8.
7. To include in the bulk quote or order the bulk request data that corresponds to an exception record, perform the following steps.
   1. Select the exception record.
   2. Click Reset to acknowledge that the exception has been reviewed, and to reset the status so that the instance will be reprocessed upon resubmission of the bulk request.

      The Clear Date field for the exception record is time-stamped with the current date.

   3. Correct the invalid data in the bulk request, and then revalidate or resubmit the bulk request.
8. Click Validate or Submit to revalidate or resubmit the bulk request.

   Resubmitting a bulk request processes only those action sets, instances, and actions with a Status value of To Process or Partial Processed. When you resubmit the bulk request, a new bulk quote or bulk order is generated for each action set. If the corrected data is still invalid, then another exception record appears. If the corrected data is valid, then the data is included in the bulk quote or order.

   If you click Validate or Submit from the Action Sets view when you revalidate or resubmit a bulk request, then you must click Refresh to see the invalid data. After you click Validate or Submit, the action set, contact, service, and action records that will be included in the bulk quotes or orders have a Y in the Valid field.