Reviewing EDI 820 errors on the Transaction Detail Page

You can view, override, and update on the Transaction Detail page.

  1. On the Documents tab, click the drill down icon for a transaction that contains exceptions or errors.

    The Transaction Detail page opens.

  2. On the Errors tab, specify search criteria, including the section and types of messages, and then click Search.
  3. Review the message in the Error Description column.
  4. Click the Data tab.
  5. To correct data on the incoming transaction, select the Received row and then select Action > Override Transaction.

    A new Override Data row is displayed in the grid, below the Received row.

  6. Select the Override Data row to correct, and then click Edit.
  7. Specify the correct value(s), and then click Save.
  8. Click Action > Update Transactions to process the approved transactions.
  9. Click Yes.
  10. Refresh the grid on the Documents tab to confirm that the Update Status for the transaction is Complete.