Manual Exception Handling

V1.0

Overview

Some cases may fail to be processed automatically by the system. The system moves such cases to Exception Handling status based on some pre configured rules.
For example, when the annotation type is Overage, the case status is automatically set to Exception Handling.

Manual exception handling is required for the following scenarios where automated processing is insufficient:

• When the system is unable to complete the processing cycle or line items validation.
• When low‑quality files result in incomplete or inaccurate data extraction.
• When the Proof of Delivery (POD) contains notations that require human interpretation, such as overages, returns, refusals, or similar exceptions.
• When the fetched packing list data is missing or incorrect.

Also, some cases might need manual review after validation. An Analyst can manually move such cases to Exception Handling status for review. If an Analyst manually changes the case status from Exception or Validated to Exception Handling, then the Analyst must provide a valid reason that is recorded in the audit log.

For cases in Exception Handling status, the case details fields become editable and an Analyst can manually fix the exceptions and submit the case again for processing. 

The routing of cases to Exception Handling is based on business rules configured in the system. You can define these configurable rules to handle the exceptions without code changes. These rules defined in the ManualException-Mapping.yaml file determine which scenarios automatically classify a case for Exception Handling. When these rules are met, the system routes the case to Exception Handling for human intervention.

Sample YAML settings

ManualException-Mapping.yaml

kind: document
metadata:
  name: deduction/v1/documents/manual-exception-mapping
spec:
  - entity: Backup
    tableName: "dbo.RawBackups"
    fields:
      - fieldName: "Item Name"
        type: "System.String"
        columnName: Description
      - fieldName: "InvoiceNumber"
        type: "System.String"
        columnName: InvoiceNumber
      - fieldName: "PONumber"
        type: "System.String"
        columnName: PoNumber
      - fieldName: "SKU"
        type: "System.String"
        columnName: Sku
        viewColumnName: BckSKU
      - fieldName: "Backup Billed Qty"
        type: "System.Decimal"
        columnName: InvoicedQuantity
        viewColumnName: BckInvoicedQuantity
      - fieldName: "Backup Price/Qty"
        type: "System.Decimal"
        columnName: DeductedPricePerQuantityAmount
        viewColumnName: BckDeductedPricePerQuantity
      - fieldName: "Customer SKU"
        type: "System.String"
        columnName: CustomerSku
        viewColumnName: BckCustomerSku
      - fieldName: "Deduct Amt"
        type: "System.Decimal"
        columnName: DeductedLineAmount
        viewColumnName: BckDeductedLineAmount
      - fieldName: "Deducted Qty"
        type: "System.Decimal"
        columnName: DeductedQuantity
        viewColumnName: BckDeductedQuantity
  - entity: Invoice
    tableName: "dbo.RawInvoices"
    fields:
      - fieldName: "InvoiceNumber"
        type: "System.String"
        columnName: InvoiceNumber
      - fieldName: "PONumber"
        type: "System.String"
        columnName: PoNumber
      - fieldName: "SKU"
        type: "System.String"
        columnName: Sku
      - fieldName: "Gross Price"
        type: "System.Decimal"
        columnName: GrossPriceAmount
        viewColumnName: InvGrossPriceAmount
      - fieldName: "Invoice Price/Qty"
        type: "System.Decimal"
        columnName: GrossPricePerQuantityAmount
        viewColumnName: InvGrossPricePerQuantityAmount
      - fieldName: "Invoice Qty"
        type: "System.Decimal"
        columnName: BilledQuantity
        viewColumnName: InvBilledQuantity
      - fieldName: "Invoice QTY (Each)"
        type: "System.Decimal"
        columnName: InvoiceQtyEach
        viewColumnName: InvInvoiceQtyEach
      - fieldName: "Item Name"
        type: "System.String"
        columnName: Description
        viewColumnName: InvItemDescription
      - fieldName: "Net Price"
        type: "System.Decimal"
        columnName: NetPriceAmount
        viewColumnName: InvNetPriceAmount
  - entity: Pod
    tableName: "dbo.RawPodNotation"
    fields:
      - fieldName: "SKU"
        type: "System.String"
        columnName: ItemIdentifier
      - fieldName: Damaged
        type: "System.Decimal"
        columnName: Quantity
        viewColumnName: PodTotalDamage
      - fieldName: Overage
        type: "System.Decimal"
        columnName: Quantity
        viewColumnName: PodTotalOverage
      - fieldName: Shortage
        type: "System.Decimal"
        columnName: Quantity
        viewColumnName: PodTotalShortage
  - entity: LineItemValidation
    tableName: "dbo.LineItemValidation"
    fields:
      - fieldName: "InvoiceNumber"
        type: "System.String"
        columnName: InvoiceNumber
      - fieldName: "PONumber"
        type: "System.String"
        columnName: PoNumber
      - fieldName: "SKU"
        type: "System.String"
        columnName: Sku
      - fieldName: Confirm
        type: "System.Boolean"
        columnName: Confirm
      - fieldName: "Denominator"
        type: "System.Decimal"
        columnName: Denominator
        viewColumnName: Denominator
      - fieldName: "Invalid Amount"
        type: "System.Decimal"
        columnName: InvalidAmount
        viewColumnName: InvalidAmount
      - fieldName: "Invalid Quantity"
        type: "System.Decimal"
        columnName: InvalidQuantity
        viewColumnName: InvalidQuantity
      - fieldName: "Invalid Reason"
        type: "System.String"
        columnName: InvalidReason
        viewColumnName: InvalidReason
      - fieldName: "Valid Amount"
        type: "System.Decimal"
        columnName: ValidAmount
        viewColumnName: ValidAmount
      - fieldName: "Valid Quantity"
        type: "System.Decimal"
        columnName: ValidQuantity
        viewColumnName: ValidQuantity
      - fieldName: "Validation Status"
        type: "System.String"
        columnName: ValidationStatus
        viewColumnName: ValidationStatus

manual-exception-row-enrichers.yaml

# Purpose:
#   Turn a SINGLE input line that carries multiple "notation" quantities
#   (e.g. one item with Shortage=10, Damaged=1, Overage=30) into MULTIPLE
#   output rows -- one per listed field. Required for tables like
#   dbo.RawPodNotation where each notation is its own row.
# Column rule interpretation:
#   - if `value` is set -> emit that literal
#   - otherwise         -> emit the expanded field name (optionally
#                          translated via `map`).
# ---------------------------------------------------------------------------
kind: document
metadata:
  name: deduction/v1/documents/manual-exception-row-enrichers
spec:
  - entity: Pod
    tableName: "dbo.RawPodNotation"
    expandFields:
      - Damaged
      - Overage
      - Shortage
    columns:
      - column: NotationType
        map:
          Damaged: Damaged
      - column: QuantityType
        value: "N/A"