Magic Support Articles

How to Check Data Exchange (NRDS) Transmittal Logs

Title: How to Check Data Exchange (NRDS) Transmittal Logs
Submitted by: Rapattoni Software Support
Issue: How can I find the member/office records that were sent successfully in my NRDS transmittals and also check for errors?

Did you know that you can check member/office records that were sent in previous NRDS transmittals? This allows you to make sure your membership information is being transmitted as expected, and allows you to review and correct errors.

From the Data Exchange module, choose Send Transmittals.

        

Click the Check Results button...

...and then click the Membership Detail Form button to access the Membership Transmittal Detail Form.

  1. In the "Receiver" field, press F5 to zoom and select the appropriate receiver.
  2. In the "Transmittal Batch" field, press F5 to zoom and select the transmittal batch you want to check.

The bottom portion of the form displays records that were sent in the selected transmittal. To make it easier to find and correct errors, this form initially displays only records that were NOT sent. However, you can click the Show All button to see all of the records in this transmittal, including the ones sent successfully. (Note: The button toggles between Show All and Show Errors for your convenience.)

Notice that the record we have selected above has a Status of "E" for Error. This means that there is a problem with the record that must be corrected before it can be successfully sent in a transmittal. The Transaction Note near the bottom of the form shows you why the error occurred so that you can easily correct the problem.

You can use the Member Info or Office Info buttons to go directly to the selected record, research the issue, and make corrections. Once the problem is corrected press Esc until you return to the Membership Transmittal Detail Form. Then, place your cursor on the "Status" field for the selected record and press F5 to zoom and select the "Fixed" status. This will allow the record to be included in the next NRDS transmittal.

NOTE:You can find detailed information on this procedure in Help (see "Fixing Data in Transmittals Sent Through Data Exchange"). Press F1 to access Help in Rapattoni Magic.