How do I deal with surname exceptions in EDI?

When testing for exceptions within an EDI statement, the 'Surname' is flagged as an exception.

To deal with this error, you will need to follow the below steps:

The provider has not sent the client surname through on the message. 

  • You will need to identify who the client is and complete the surname field. 
  • Best practice would be to contact the provider to see why they have not provided the client surname and get this corrected for any future remuneration.
  • Once you have entered the surname, test for exceptions. 
  • If it is not possible to identify the client and complete the surname you will need to click on ‘Set as Manual’. 
  • This will remove this item from the exceptions list and will allow you to deal with this in the normal manner under the manual commission reconciliation area of CCD.