Overview 

The Automated Job  Results Exception Report allows you to view information about a job(s), which includes a record(s) that failed to complete as part of running the job(s). This report provides key information to focus on just those records that might require immediate attention. For example, when viewing the Exception Report for Recurring Billings, the Recurring Billing Name will be included along with a message(s) that the record could not post and comments on why the record could not post. The Recurring Billing Name is a hyperlink, which can be clicked to edit/view the actual Recurring Billing. That way, you can immediately determine what needs to be done in order for the Recurring Billing to post as part of the next daily/nightly automated scheduled jobs. 

The Automated Job Results Exception Report is available for the following jobs:

• Automated Email Billing
• Cash Receipt Void
• Consolidations Routine
• Large Data Optimizer Post – Billings
• Large Data Optimizer Post – Journal Entry
• Large Data Optimizer Post – Payable
• Large Data Optimizer Unpost – Billings
• Large Data Optimizer Unpost – Journal Entry
• Large Data Optimizer Unpost – Payable
• Recurring Billing
• Recurring Journal Entry
• Recurring Payable
• Recurring Period Task
• Sched/Async Post Unpost - CD (Cash Disbursement)
• Scheduled Post (for each job that can be scheduled)

Note: A task for each exception will be created for the user who created the Automated Job(s). You can view tasks from your Salesforce Homepage or from the App Launcher by selecting “Task.” All tasks, including failed records from the Exception Report will display with a Status of “Completed.”

Note: If you have the Scheduled Bank Download job and/or the NPSP Opportunity Journal Entries job scheduled to run daily/nightly on the Automation tab, the Automated Job Exception Reports are not applicable for these two jobs and will be available in a future release.

The Automated Job Results Exception Report is accessible via a hyperlink from the Automated Job Result screen, as well as from the Automated Job Results Dashboard on the Accounting Dashboard. Additionally, Exception Reports can be accessed from Accounting Home | Run Reports | Custom | Management Reports.

Exception Report Column Headings

Column heading information on Exception Reports will display based upon the selected report. However, each report will always include the following information:

• Automated Job Result Name – the job name from the Automated Job Results record, which is a hyperlink to view each job results record. The records can be sorted in ascending or descending order.  
• Date - indicates the date that the automated job ran. Automated jobs run daily/nightly based upon the time(s) that you have selected for each job. The Date can be sorted in ascending or descending order. 
• Subject - an error message(s) that indicates the record failed.
• Comments - a statement to identify why the record(s) failed.
• Created Date – the Task record creation date, which sorts the records in descending order.
  
  Note: Click here to view the above image in full screen. 
  

In the sample screen below on an Exception Report for the Recurring Billing job, you can see the column headings for the Date, Recurring Billing Name, Subject, and Comments. Additional information, such as the Customer Account Name and Billing Frequency are also included as column headings. Additional column headings will differ on each Exception Report based upon the selected report.

Note: The Recurring Billing Name is a hyperlink, which can be clicked to edit/view the Recurring Billing. 

Note: Click here to view the above image in full screen. 

The Scheduled Post job will include a separate hyperlink for each automated job. Each hyperlink can be clicked to access the related Exception Report. For example, the first screen below displays the Automated Job Result for the Scheduled Post job with each automated job included with a hyperlink for accessing the Exception Report.

Note: Click here to view the above image in full screen. 

From the sample screen above, the first hyperlink was clicked, which includes the Exception Report for the Billings process. The Exceptions Report for Billings includes the Date, the Billing number (hyperlink to the actual Billing), Subject and Comments, as well as a hyperlink to the Customer Account Name, Accounting Period, and Ledger.

Note: Up to 2,000 rows of results can display on a report.

Note: Click here to view the above image in full screen. 

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Review an Automated Job Results Exception Report

1. From the navigation bar, select Automated Job Results.
   Note: Depending upon your arrangement, in order to display the Automated Job Results item you might need to click the More drop-down list on the navigation bar to view and select it. If the Automated Job Results item is not available on your navigation bar, and you want to add it, refer to the Automated Job Results Configuration Setup article. Otherwise, search for Automated Job Results from the App Launcher.
   
   Note: Exception Reports are also accessible from the Automated Job Results Dashboard on the Accounting Dashboard and from Accounting Home | Reporting | Management Reports | All Reports.
   
   
2. Select the All list view or another one that you might have created. Typically, you want to select a list view other than the Recently Viewed. 
3. Select an Automated Job Results Name from the list view.
   
   In the sample screen below, “AJR-00679” was selected as the Automated Job Results Name and this is for the Recurring Journal Entry automated job.
   
   
   Note: Click here to view the above image in full screen. 
   
   
4. Click the hyperlink to review the Exception Report. The selected Exception Report opens in a new tab.
   
   In the sample screen below, column headings information such as the Date, the Recurring Journal Entry Name, the Subject (error message), and Comments. The Comments in this example indicate that a value was missing on the Recurring Journal Entry and also that an Accounting Period does not exist for the selected date. You can click the Recurring Journal Entry Name hyperlink to edit/view, as necessary.
   
   
   Note: Click here to view the above image in full screen. 
   

Note: Exception Report data can be viewed by multiple users. As updates are made to correct issues that are found on the Exception Reports, the daily/nightly automated job processes will update/post records successfully. Thus, clearing information from the Exception Reports. 

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Spring '24 Release

Release Notes and Schedule

• The Large Data Optimizer feature is available. For more information, refer to the Large Data Optimizer article.
• The Automated Job Result Name column heading was added to the report. 

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Winter '24 Release

Release Notes and Schedule

The Created Date column was added to the Automated Job Results Exception Report.