In the event that the Renewal Automation process has issues updating records, you will receive an email with a CSV that contains all records that contained records. This article will help you decode the error file.


Columns:

  • QuoteID: this is the Quote ID of the object that the Refresher was attempting to update.
  • OpportunityID: this is the Opportunity ID related to the Quote / Line Item that the Refresher was attempting to update.
  • OpportunityName: this is the Opportunity Name related to the Quote / Line Item that the Refresher was attempting to update.
  • SourceOppLineItems: A list of Opportunity Line Items that were being used to calculate and update the new Quote Line Item
  • LineItem: This is the data map of fields and values the Refresher was attempting to insert.
  • Error: The error message the application received. Generally, these are validation rules that cause issues.



If further debugging is needed, TYSO Support can access more granular logs