Batch exceptions are records in batches that cannot be validated or committed until you fix an issue. In an uncommitted batch, warning symbols appear next to rows that have issues.
When the row has an error such as a missing required field or a field in the wrong format, a red X appears. When you click the X, the row expands to display information about each of the errors. A red triangle also appears in the top right corner of each field with an error. When you place your cursor over the triangle, the full error message appears. Once you correct an imported field error or missing required field, the grid updates automatically and removes those indicators. Indicators for other types of errors do not clear until you save or validate the batch.
Tip: To display all error messages, click Show all on the toolbar.
To filter the batches grid by exception type, click Filter from the toolbar. After you select a filter, click Apply. The batch reloads and shows only records that have the specified error message.
A Dismiss option may appear for imported batches when errors are detected for unrequired fields. For example, this option appears when an unrequired field contains an invalid date format or a country not included in the Countries and states code table. You must resolve these errors before you can commit the row. You can correct the value in the field or select Dismiss to leave the field blank. When you have several of these types of errors, you should review your import settings. When the import settings are correct, the import file probably has poor quality data that the vendor must correct.
Tip: To dismiss all errors, click Clear all on the toolbar. This clears all fields that caused the error messages.
When the record is a potential duplicate, a yellow caution symbol appears next to the row. When you click the caution symbol, the row expands to provide a link to the duplicate resolution screen. On this screen, you can view information about possible duplicates and decide whether to update the existing record or add a new record. For more information about how to resolve duplicates in a batch, see Resolve Duplicate Constituents in a Batch
The grid also displays a white symbol with an "i" for any row that has a message set. When you click on this symbol, the row expands to display the message. These are often reminders. For example, message may recommend you check the spelling of a name. You cannot commit the row until you clear the row message.
You can resolve errors at multiple points in the batch process. When you enter batches manually in Batch entry, the program flags simple errors as you enter data and more complex errors once you save the batch. Batch validation catches any additional errors not already found. When you import batches and choose to validate but not commit, when you open the uncommitted batch, you can resolve errors and then commit. When you commit batches, you can select to create an exception batch which contains all records that do not commit to the database. You can open the exception batch, resolve any additional errors and then commit again. For more information about working with exception batches, see Batch Exception Chain.