Review Exception Details and Resolution Options
Drill down from exception categories to exception details and review possible resolution options.
After you find exceptions, you can drill down through three levels:
Exception Category > Exception Type > Exception Details
For large result sets, the assistant shows categories first. For smaller result sets, it may go directly to exception types.
Select a category or type by entering its number or name from the displayed table.
Exception Categories and Types
Examples of exception categories include:
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Project Definition
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Rate Definition
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Currency Conversion
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Accounting Period
Examples of exception types include:
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Project cost date isn't within project start and finish dates.
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Cost rate for the worker is missing as of the project cost date.
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Receiver ledger currency conversion rate is missing.
Exception Details
Exception details are grouped by the attributes most relevant to the selected exception type.
For example, missing worker cost rate exceptions may be grouped by worker, rate schedule, and project cost date range.
When the grouping contains only one transaction, the assistant adds the unprocessed transaction reference.
Resolution Options
After the assistant displays exception details, it lists possible resolution options for the selected exception type.
Example:
Project cost date isn't within project start and finish dates
Possible resolution options:
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Change the project start and finish dates.
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Change the project cost date.
The assistant lists options but does not choose or execute them.
Key Abilities Supported
The assistant can:
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drill down one category at a time,
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drill down one exception type at a time,
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summarize exception details,
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show possible resolution options, and
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return to earlier summary levels.
Key Abilities Not Supported
The assistant can't:
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drill into multiple categories at once,
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drill into multiple types at once,
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display all details when the result set is too large, or
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show transaction-level detail for every exception.