View Exceptions Report

1. Open the main menu then click Files
   
    
2. Click the Generate button.
   
    
3. Click the Drop-Down arrow and click Errors by Period.
    
4. Choose the Period under Report Parameters.
   
    
5. Click Generate

Intro to Exceptions

There are only 4 different types of exceptions on the exceptions report. Below are the different ones.

1. Unmatched Service Items: Usage
   1. The service item has not been created.
   2. Or the service item has been duplicated
2. No Pricing Available: Usage
   1. A rate card has not been created
   2. Or a rate card has not been assigned to the customer
   3. Or the assigned rate card does not have the required rate
3. Unmatched Service Items: Products / E-Bills (only applicable if Datagate imports your E-Bills)
   1. The service item has not been created.
   2. Or the service item has been duplicated
4. No Pricing Available: Products / E-Bills (only applicable if Datagate imports your E-Bills)
   1. A pricebook has not been created
   2. Or a pricebook has not been assigned to the customer

How to Resolve Each Type of Exception

1. Unmatched Service Items: Usage
   1. Check if the service item has been duplicated in the system.
   2. If you cannot find any duplicates, you will need to add the service item to a customer.
2. No Pricing Available: Usage
   1. Check if there is a rate card already assigned to the customer.
   2. If there is a rate card already assigned, then set a rate on the rate card service item.
      1. If there is no rate card assigned, then create a brand new rate card and assign it to the customer. 
3. Unmatched Service Items: Products / E-Bills (only applicable if Datagate imports your E-Bills)
   1. Check if the service item has been duplicated in the system.
   2. If you cannot find any duplicates, you will need to add the service item to a customer.
4. No Pricing Available: Products / E-Bills (only applicable if Datagate imports your E-Bills)
   1.  Check if there is a pricebook already assigned to the customer.
   2. If there is a pricebook already assigned, then set a rate on the pricebook for the product code.

After Resolving Exceptions

After you resolve each item,  you will need to wait a maximum of 2 hours for Datagate to re-process items in the exceptions report. 

If you need urgent action for Datagate to re-process an exception you have recently resolved, please contact the billing department