If the community notices expenses are not flowing into the ERP, the following troubleshooting steps may assist:
Step 1:
- Determine the dates of the expense claims in question, were approved (i.e. moved into an approval status in Unimarket).
- By going to the Transaction Run screen > identify the Transaction Run the expenses were included on based on the approved date and the date the next Transaction Run was scheduled.
Step 2:
- Review the email inbox where your error notifications are set to go to see if any errors resulted for that particular Transaction Run.
- If there is an error in the file, the entire file is not processed and the email will contain the error report to assist you in troubleshooting the issue.
- Your team should review the errors and fix them accordingly.
- Banner customers can reload and process this expense file manually using FZUMEXI
Step 3:
- If you could not find the email notification outlining any errors, have a member of your IT team review this file to see if any errors are seen related to these files within your ERP system.