Have no fear! Exception Items are here! Since items of this nature will not contain all the information needed to become a full-fledged vendor item from an invoice alone, admins will now be able to use exception items as a way to fill in the blanks. When an exception item has been fixed, any receiving or invoice containing the exception item will be reconciled using the new information.
Exception items will include both debit and credit type items.
What do Exception items look like?
Exception Items will appear on both Invoices and Receivings. You'll know that an item is an Exception Item because it will have an asterisk to the right of its name.
How to fix an exception item
To begin fixing Exception Items, you will need to go to the page displaying all your vendors. Here a column named Exceptions will be displayed. To view a vendor's Exception Items, you will click the number displayed
This will bring you to the exception items page for that vendor. A message will appear, listing the total number of errors that need to be fixed on the page. To get past this message, select Got It.
To correct an exception item, click on a particular field that has an error message and change it. Once the field has been changed, select Validate. While validating a purchase unit, you will have the ability to add a new unit of measure by selecting Add Purchase Unit.
If the item information being validated is a duplicate of another vendor item, a message will appear. To overwrite the duplicate select Ok, or cancel the change by choosing Cancel.
Once an error has been validated, the item it is tied to will appear on the exception items list as a Validated Exception.
Once all the errors have been validated, select Next.
Next, a message will display asking you to link your new items to an existing Inventory Item.
To begin linking an item, select Link.
In the menu that appears you will choose the Inventory Item or GL Account that you would like to link the item to. After making a selection, select Ok.
Once all the items have been linked, select Next.
Next, each item will be assigned to a location or locations in the hierarchy. A message will display on the page explaining this.
After you have chosen the location or locations you would like to assign the item to, select Next.
Last, the on-hand amounts for the inventory items that the vendor items are linked to will need to be reconciled (have their on hand amounts corrected). To do so, select the checkbox to the left of the exception item name and choose Update.
A popup will appear. Select Confirm.
Once you are finished, select Done.