We will be hosting a vExchange Open Forum on Thursday, May 28th at 3 p.m. We would like to hear the current challenges you are facing using vExchange. This forum will be hosted by the vExchange Gurus. Please post your questions in advance in the comments section below.
Two financial issues we are facing is in relation to moving costs from pending to recoverable and applying costs returned to us. More information can be found in incident 251652. We have started to notice these partial costs returned to us transactions are rejecting in the vertican rejection reports however not sure if there is anything we are able to change on our end to process.
Corey McCray
May 26, 2020 at 1:16 pm
1- Do they have an ETA on when a portal site similar to YGC where files can be reviewed will be set up?
2- How do we go about sending up only one record type if the client is asking for just one record type to be sent to them?
Additional questions from our client services team.
britbyrnes
May 26, 2020 at 1:28 pm
Thank you for the questions Corey. They will be discussed in the Forum. One of our presenters will reach out to you prior to the Forum if clarification or other details are needed.
Muriel Ketcham
May 27, 2020 at 6:01 pm
Having a problem with “Account not in vExchange” when I know I had cleared the cache before sending any updates.
Joe Potrzebowski
May 28, 2020 at 9:59 am
1 – Any possibility of changes that will allow us to send ONLY CMVX claims and not entire inventory?
2 – (this is the same as Corey’s question above) Added ability to send only specific record type(s) on specific file(s). This is our biggest hang-up right now as the client often needs very specific information re-sent and it is laborious to extract only what they are asking for.
Joe Potrzebowski
May 28, 2020 at 10:04 am
1 – Ability to only export and upload actual vExchange files/forwarders.
2 – (same as Corey’s #2) the ability to send up specific record types on specific files. This is our biggest problem right now as the client is asking for very specific data and pulling specific rows of data is very time consuming and error prone
Daniel Kennedy
May 28, 2020 at 11:05 am
In order to process Direct Payments correctly, we’ve been instructed to ensure that the “agnt_int_fin_cd” field in the Record 2303 (which seems to correspond to the “#|253” records in the CMvX output files) is set to a value of “6”. However, this field does not appear in the output file, nor does the “ta_adjustment” field appear for which other instructions were given. Is there any way to ensure these fields appear without manually editing the output file?
Daniel Kennedy
May 28, 2020 at 11:22 am
Upon further investigation it seems like the “agnt_int_fin_cd” field actually corresponds to the “RET_CODE” field in the output file according to the vExchangeHelp.xls spreadsheet which we previously received, which is being populated with “6” automatically, so that’s not an issue. The “ta_adjustment” (or “BALANCE_ADJUSTMENT”) field is still not appearing, though. In addition, there doesn’t appear to anything like a “DP Reference Number” field to be filled out in CLS corresponding to the “dp_ref_no” / “DP_REFNO” field which we’ve been instructed must be filled out in our outgoing 2303 record in order for DP’s to be processed correctly. Does that mean we have to manually update the output file with this information?
Derek Costabile
May 28, 2020 at 12:48 pm
Is there an ETA on Incident # 251331 / Ticket # 7115
Tim Semrad
May 28, 2020 at 2:34 pm
Is there a timeline on a fix that would allow for both sides of a pending cost transfer to process? The recent issue has centered around the positive side of the transaction rejecting, but the negative processing. This is effectively a reversal to the client and causes issues with cost recovery reconciliation and commission payments between CLS user and client. Payments then reject because accounts appear to be overpaid.
Chris Brunette
May 28, 2020 at 2:55 pm
Is there a way to decrease the amount of time it takes to process the EDICMVX.UPD. Our firms file will start processing around 11:00 AM and we will not get our reports until 1:30 PM to 2:30 PM.
Corey McCray
May 28, 2020 at 3:23 pm
gross_pmt_amt and ta_cost_disb cannot both be populated or both be 0 in the same Record 2303
We are receiving this error whenever applying costs returned to us (2-1-2-3) command in CLS to pending costs.
Corey McCray
May 28, 2020 at 3:58 pm
Thank you all for your time during the town hall I believe the information was very helpful in understanding the issues that are occurring and solutions that are being implemented.
Two financial issues we are facing is in relation to moving costs from pending to recoverable and applying costs returned to us. More information can be found in incident 251652. We have started to notice these partial costs returned to us transactions are rejecting in the vertican rejection reports however not sure if there is anything we are able to change on our end to process.
1- Do they have an ETA on when a portal site similar to YGC where files can be reviewed will be set up?
2- How do we go about sending up only one record type if the client is asking for just one record type to be sent to them?
Additional questions from our client services team.
Thank you for the questions Corey. They will be discussed in the Forum. One of our presenters will reach out to you prior to the Forum if clarification or other details are needed.
Having a problem with “Account not in vExchange” when I know I had cleared the cache before sending any updates.
1 – Any possibility of changes that will allow us to send ONLY CMVX claims and not entire inventory?
2 – (this is the same as Corey’s question above) Added ability to send only specific record type(s) on specific file(s). This is our biggest hang-up right now as the client often needs very specific information re-sent and it is laborious to extract only what they are asking for.
1 – Ability to only export and upload actual vExchange files/forwarders.
2 – (same as Corey’s #2) the ability to send up specific record types on specific files. This is our biggest problem right now as the client is asking for very specific data and pulling specific rows of data is very time consuming and error prone
In order to process Direct Payments correctly, we’ve been instructed to ensure that the “agnt_int_fin_cd” field in the Record 2303 (which seems to correspond to the “#|253” records in the CMvX output files) is set to a value of “6”. However, this field does not appear in the output file, nor does the “ta_adjustment” field appear for which other instructions were given. Is there any way to ensure these fields appear without manually editing the output file?
Upon further investigation it seems like the “agnt_int_fin_cd” field actually corresponds to the “RET_CODE” field in the output file according to the vExchangeHelp.xls spreadsheet which we previously received, which is being populated with “6” automatically, so that’s not an issue. The “ta_adjustment” (or “BALANCE_ADJUSTMENT”) field is still not appearing, though. In addition, there doesn’t appear to anything like a “DP Reference Number” field to be filled out in CLS corresponding to the “dp_ref_no” / “DP_REFNO” field which we’ve been instructed must be filled out in our outgoing 2303 record in order for DP’s to be processed correctly. Does that mean we have to manually update the output file with this information?
Is there an ETA on Incident # 251331 / Ticket # 7115
Is there a timeline on a fix that would allow for both sides of a pending cost transfer to process? The recent issue has centered around the positive side of the transaction rejecting, but the negative processing. This is effectively a reversal to the client and causes issues with cost recovery reconciliation and commission payments between CLS user and client. Payments then reject because accounts appear to be overpaid.
Is there a way to decrease the amount of time it takes to process the EDICMVX.UPD. Our firms file will start processing around 11:00 AM and we will not get our reports until 1:30 PM to 2:30 PM.
gross_pmt_amt and ta_cost_disb cannot both be populated or both be 0 in the same Record 2303
We are receiving this error whenever applying costs returned to us (2-1-2-3) command in CLS to pending costs.
Thank you all for your time during the town hall I believe the information was very helpful in understanding the issues that are occurring and solutions that are being implemented.