Error Worksheet Window

Purpose

Use the Error Worksheet window to find and resolve form errors, exceptions, discretionary edits, and warnings in a transaction.

Navigation

The Error Worksheet window appears when you validate any form that contains errors or exceptions, or that requires discretionary edits.

Detailed Description

The tabs that appear in the Error Worksheet window depend on the types of errors that occur. The following tabs might appear in this window.

Form Errors Tab

Use this tab to resolve errors triggered when required information was not entered or when information entered on an input window does not conform to data integrity rules.

Error Worksheet window, Form Errors tab element descriptions

Window element	Usage
	Click the Error icon to highlight the corresponding error on the transaction window.
Message	Displays a description of each form error found during validation.
Close	Click to close the window.

Exceptions Tab

Use this tab to view the vehicle or customer exceptions on a transaction.

Error Worksheet window, Exceptions tab element descriptions

Window element	Usage
	Click the Ellipsis button to open the Exception Case Maintenance window and view the details of the corresponding exception.
Message	Displays a description of each exception found during validation.
Close	Click to close the window.

Discretionary Edits Tab

Use this tab to review warnings and resolve errors that are triggered when the information entered on a transaction window does not conform to business rules.

Error Worksheet window, Discretionary Edits tab element descriptions

Window element	Usage
	Click the Discretionary Edit icon to highlight the corresponding error on the transaction window.
	Click the Warning icon to highlight the corresponding warning on the transaction window.
ID	Displays the system edit identification number.
Edits and Exceptions	Displays a description of the corresponding discretionary edit found during validation. To read a long error message, you can resize the column width or hover the pointer over the message to display a pop-up.
Process Edit	Appears if the edits for this transaction have not yet been reviewed. Click to open the Override Request window and send a request for a tag to a queue or specific user.
View Tags	Appears if the edits for this transaction were reviewed and were denied or deferred. Click to open the Override Request window and view the details of the tag.
Status	Displays the current state of the corresponding discretionary edit.
Required $	Displays the dollar amount you must be authorized to override to process the corresponding discretionary edit.
As of	Displays the date when the transaction is being processed.
Min Approvals	Displays the minimum number of approvals needed to process the edit.
Max Denials	Displays the maximum number of denials allowed before the edit cannot be processed.
Approvals	Displays the approvals obtained to process the edit.
Denials	Displays the denials obtained on the edit.
Process Selected	Click to open the Override Request window and send a request for a tag to a queue or specific user. This option processes all selected discretionary edits.
Auto Approve	Click to automatically approve all selected discretionary edits. You must have the appropriate login permissions to approve the edits. Otherwise, you must process the edits by sending an override request.
Refresh Tags	Click to refresh the tags for the edits listed on the window.
Close	Click to close the window.