EDI transactions error handling and resolution

The application provides visibility into both successful and failed EDI transactions by sending automated email notifications.
For any failed transactions, the cause of failure can be reviewed in the Task manager and in the EDI session history under EDI schedules. This ensures that users can quickly identify and address issues to maintain smooth data exchange with utilities.

Review and address EDI errors

1. When a utility rejects a transaction after submission, the rejection is logged in both Task manager and Session history, along with the failure reason.
2. Review the rejection details, then update the relevant fields or configurations in the appropriate screen.
3. EDI will automatically re-attempts unsuccessful transactions at the scheduled time using the same outbound and inbound process. If the errors are corrected, the transaction will process successfully.
4. For invoice-related issues:
   1. Go to Pending EDI transactions screen.
   2. Apply filters to select the Transaction type, then click Load to display relevant records.
   3. Review the Task description and Task notes to identify the required corrections.
   4. Make the necessary updates in the appropriate screen.
   5. Return to Pending EDI transactions and reload the file, select the task and click Reprocess.
   6. In the notification menu, click OK.
   7. The file will be reprocessed and logged into the EDI schedule, and removed from the Pending transactions list.

Best practices for EDI error handling

• Regularly monitor Task manager and EDI session history to address issues proactively.
• Correct all data and configuration issues before reprocessing to avoid repeated failures.
• Use the rejection reason codes provided by the utility as a guide for making targeted corrections.
• Maintain a history of resolved errors for audit and training purposes.

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