Best Practices: Exception Reports

My Exchange has reports that help you monitor and manage your exceptions, as well as help you investigate how to prevent future transaction discrepancies.

Flagged Purchase Order Report

Found in REPORTS – Exception Management

Use this report to:	This report shows:
Find common PO issues and resolutions Discover PO resolutions in progress Identify PO resolution owners See how quickly POs are being noticed and flagged Monitor team effectiveness for PO handling and confirmation	Who flagged the PO When the POs were flagged Ownership and resolution comments Elapsed Time - The time between when the POs were sent and when the POs were flagged

Flagged Exceptions Report

Found in REPORTS – Exception Management

Use this report to:	This report shows:
Find common exceptions and resolutions Discover exception resolutions in progress Identify exception resolution owners See how quickly exceptions are being noticed and flagged Monitor team effectiveness for exception resolution	Who flagged the exceptions When the exceptions were flagged Ownership and resolution comments Elapsed Time - The time between when the exceptions were sent and when the exceptions were flagged

Exception Summary Report

Found in REPORTS – Exception Management

Use this report to:	This report shows:
Review exception histories Discover exception causes Evaluate purchases commonly associated with exceptions Identify exception trends Find possible solutions to exception issues	All order line item exceptions Excluded exceptions Note: The report does not include exceptions that originate from phone calls or emails

Excluded Exceptions Report

Found in REPORTS – Exception Management

Use this report to:	This report shows:
Review known discrepancies between your organization and its trading partners “Restore” excluded exceptions Note: Restoring excluded exceptions returns the exceptions to your Pending Exceptions view where they can be resolved.	Exceptions that were excluded Note: Exceptions are excluded because they are typically discrepancies known between trading partners and were therefore hidden.

Recurring Exceptions Report

Found in REPORTS

Use this report to:	This report shows:
Evaluate exception frequency Find common exception types Discover the exceptions’ associated trading partners Identify which purchases are commonly associated with exceptions Note to suppliers: Identify common discrepancies that can be corrected or parked in GHX Intelligent Business Rules before they transmit into your ERP.	Exceptions that occur often Associated trading partners