Policy Error Report
The Policy Error Report identifies policies with configuration issues that prevent accurate commission tracking. Fixing these errors ensures your Accounts Receivable and Payment Discrepancy reports are correct.
💡 Why Use This
Use this report when:
- Auditing policy setup — Find policies with mismatches between term length and expected payment count.
- After importing policies — Verify that newly imported policies were configured correctly.
- Investigating A/R gaps — If the Accounts Receivable report is missing policies you expect to see, error status may be the cause.
🗺️ How to Access
- Navigate to Reports → Policy Error Report.
- Review the status column for each policy.
Status Definitions
| Status | Meaning |
|---|---|
| Valid | Setup is correct — the policy will generate A/R and discrepancy entries normally. |
| Error | Setup is invalid (e.g., 12 months in a term but only 11 payments configured). |
| Undefined | The policy has not yet been evaluated by the system. |
Understanding Error Messages
An Error status includes a specific message describing the problem, such as a mismatch between the number of months in a term and the expected payments per term.
🔧 Troubleshooting
Policies show "Undefined" status. The system has not yet evaluated those policies. To force an evaluation:
- Go to Tools → Update Payment Tables.
- Re-run the Policy Error Report.
Undefined policies will update to either Valid or Error after the tables are refreshed.
A policy shows an "Error" status. Read the error message in the report — it will describe the specific mismatch. Common causes include setting a term to 12 months but configuring only 11 payment positions, or a billing date that falls outside the policy term. Correct the policy configuration and re-run Update Payment Tables to clear the error.
The report is not showing a policy I know exists. Confirm the policy is saved and not in a status that excludes it from the report filter. If the policy was recently added via import, run Update Payment Tables first to generate its status.
I need to fix errors in bulk. Open each errored policy individually and correct the term and payment configuration. After all corrections are made, run Tools → Update Payment Tables once to re-evaluate all policies at once.
🔗 Related Topics
- Update Payment Tables — Refresh policy evaluation to clear Undefined status.
- Accounts Receivable — Error policies will not generate A/R entries.
- Payment Discrepancy Report — Error policies affect discrepancy calculations.
Need help? Contact support@commission-tracker.com