What are exception trends?

Exception trends monitor manual receipt applications. In many cases, Receivables matches receipts to transactions automatically and successfully applies the receipts.

When customer payments aren't fully applied to open debit items, you must review the unapplied amounts and apply receipts manually to complete the payment process. You can add an exception reason that explains why a manual receipt application was necessary, for example, an invalid invoice number was used. You use the Exception Reason lookup type to define lookup codes for your exception reasons.

The Exception Trends table in the contextual pane tracks for each customer the exception reasons that were used to mark manual receipts and the number of occurrences of each exception.