Exception Report for Generate Payments Processes

When you run a generate payments process, the process status page appears and displays the number of records that did and did not generate payments. Payments that did not generate are called exceptions. When there are exceptions, you can view the Exception Report for the generate payments process. This report contains information about the payments that did not generate and explains why each did not generate. You can view the Exception Report from the generate payments process status page.

You can print a hard copy of the Exception Report. To print a report, select the Print button on the toolbar of the report. You can also set up the page format for the print job to determine how the printed report looks. You can also use the report information in another software application or save the report in another file format, such as to share the data with someone who cannot access the program. When you select the Export button on the toolbar, you can export the information into a shared application, such as Microsoft Excel, or save the report into an easily shared format, such as Adobe Acrobat (*.pdf) or a Web archive (*.mhtml).

  1. Access the status page for the generate payments process for which you want to view exceptions.

  2. Select which instance of the process to use to generate the report. You can generate an Exception Report for the most recent instance of the process or for a previous instance.

    • To generate an Exception Report for the most recent instance of a generate payments process, select the Recent status tab on the generate payments process status page.

    • To generate an Exception Report for a previous instance of a generate payments process, select the History tab on the process status page. In the grid, select the status record to use to create the Exception Report.

      Note: On the History tab, you can filter the status records that appear in the grid by the process status. If you filter the records in the grid, it can reduce the amount of time it takes to find a process instance. For example, if you search for an instance that completed its operation, you can select to view only status records with a Status of "Completed." To filter the records that appear in the grid, select Filters in the action bar. The Status field and Apply button appear so you can select the status of the instances to appear in the grid.

  3. If the selected instance contains a commitment for which the program cannot generate a payment, the Exception Report button is enabled. On the action bar, select Exception Report. The Report Viewer screen appears. The program generates and displays the Exception Report.

    Note: After you select Exception Report, you can stop the program from generating the report, such as if you decide to generate the report for a different instance of the process. To stop the program when it is generating the report, select the Stop Rendering button on the toolbar. The message “Report processing was canceled” appears.