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Article ID:                  4090

Subject:                    Pro Gold i2 3.0 CrestEDG Submission Error Report

Last Modified:         February 23, 2013

Applies to:                Pro Gold i2 3.xx

Summary:  After a Submission is made to CrestEDG, a report can be viewed to show information that was not submitted for a particular batch (i.e., Transactions, Persons, or Media) because of an error or missing information.  The report is divided into two sections:

•          (1) Business Rule Violations (Top section of report)

-          First section shows records that were “not accepted” by CrestEDG

-          Items reported under the Business Rule Violations list must fixed in Pro Gold and re-submitted

-          Transactions rejected by CrestEDG will continue to submit until all business rules are satisfied

•          (2) Successfully Received and Processed (Bottom section of report)

-          Shows that records were accepted by Crest EDG

Cause:  Records may be rejected by CrestEDG when any of the following conditions are true:

•          Properties will not be accepted if they are missing information that is required by CrestEDG (The error on the report will show the reason the information was not accepted)

•          Technical errors may also prevent the information from being received by CrestEDG (The error on the report will show if a technical problem occurred)

•          Images will not submit to CrestEDG until the property record is accepted by CrestEDG

Procedure:  Actions necessary to view and correct items on the submission report:

•          Step 1  View and print the Crest Submission Results report

-          Right click on Red Paper Clip Pro Gold Utilities icon in System Tray in bottom right corner of screen

-       Select Crest Dashboard option to open the Crest Submit Status screen

-       The Crest Submit Status screen will display recent batches submitted

-       The screen shows a list of the recent submissions (i.e., batches) and their submission status

-          Each batch must be reviewed upon completion to see if any submission errors are identified

-          Batches with red exclamation points indicate submission errors

-          Batches (i.e., Transactions, Persons, or Media) with errors need to be printed and reviewed

-          Select the printer icon next to a submission item to generate the Crest Submission Results report

-          Print the report to know what properties/persons/media were “not accepted” and what error is

•          Step 2  Review printout and work the errors

-          Use the errors on the report to correct the records that were “not accepted”

•          Transactions Batch: Property transactions with errors must be corrected in Pro Gold

°          Select Work with Properties icon from the Transactions menu

°          Transaction properties will display in the Invalid Properties list along with any data input invalid records (List is sorted by property address)

°          Select/retrieve the property record and correct the error on the report by updating missing or incorrect information; select Save button when done

°          Note:  When working an invalid record from a Crest Submission, the Save button in the property will not display an error message

•          Persons Batch: Person records are found in two places in Pro Gold i2

°          Agents: Select Agent Information icon in the Main Menu =>Transactions => Agents and Offices menu

o        Select/retrieve agent record

o        Correct the error on the report by updating missing or incorrect information; select Save Agent button when done

°          Non-agents: Select Employee Setup icon in the Main Menu => Accounting =>  Employees menu

o        Select/retrieve employee record

o        Correct the error on the report by updating missing or incorrect information; select Save button when done

•          Media Batch: Each media record is attached to a specific property and must be accessed in the property record

°          Select Work with Properties icon in the Main Menu =>Transactions => Agents and Offices menu

°          Select/retrieve the correct property and click on the Images button to open the Media screen and access the media records

°          Correct the error on the report by updating missing or incorrect information

°          Select Disk icon on menu bar at the top of the Media screen to save when done

°          Click Red X in upper right corner of Media screen to close and exit

-          Correct all records on the report

-          Changes will be submitted to CrestEDG on the next submission

-          Media (i.e., Images) will not submit to CrestEDG until the property record is accepted by CrestEDG

-          Some errors may indicate to contact the CrestEDG help desk for resolution

-          Any data changes to a transaction that has been marked Paid in CrestEDG must be done by contacting the CrestEDG help desk directly (Will reject on submission)

Additional Information:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:

   http://secured.progoldi2.com/webcast.aspx

•          The Enhancement HelpNet links are located on the right side of the web page.

Related articles: N/A

Keywords:  Business Rules, Batch, Error Report, CrestEDG, Images, Media, Person, Transaction, 4090