BY NUMBER7 AIDelivery is split across two receipts. The second lot is due Friday.
EXCEPTION RESOLUTION · LIVE PRODUCT
Resolve invoice exceptions without rebuilding the story.
Reviewers can diagnose the exception, ask the client directly inside AIdaptIQ and continue with the full prior conversation visible beside the transaction.
Ask from the invoice.
Keep the full history.
200 units unsupported500 units × ₹840PO-1086
DOCUMENT TIMELINETime Capsule · INV-2048
×PREVIOUS HISTORYEarlier messages remain visible
Please confirm the remaining 200 units for INV-2048. The invoice and PO reference are attached.
The remaining units were received. GRN-4140 is now available.
The failed quantity control, source line and accountable owner are visible together.
The reviewer asks the client inside AIdaptIQ with the relevant invoice and PO context attached.
The reply returns to the same bill beside the earlier conversation history.
The response becomes transaction evidence; affected controls replay and required approval remains separate.
LIVE WORKFLOW · ONE ACTIONABLE WORK ITEM
Diagnose it, ask the client and retain the answer on the transaction.
A generic “needs review” state becomes a resolvable accounting task with its source and conversation history intact.
- Failed control
- Invoice quantity exceeds received quantity.
- Evidence
- PO-1086 · GRN-4102 · invoice page 2, line 4.
- Owner
- Client receiving team.
- Next action
- Ask the client directly inside AIdaptIQ with the bill context included.
- History
- Earlier messages, comments and replies remain visible on the same document timeline.
- After reply
- Bind the response to INV-2048 and replay the quantity control.
DIRECT ANSWER
What makes an AP exception actionable?
An actionable exception names the failed condition, consequence, source evidence, current owner and exact resolution criteria. In AIdaptIQ, the reviewer can ask the client from the transaction, keep the full previous history visible, bind the reply to the same bill and replay the affected controls.
CLIENT CLARIFICATION IN THE WORKBENCH
Ask from the invoice. Keep every prior exchange.
The question carries the relevant source context. The client reply returns to the same document timeline instead of starting another disconnected inbox thread.
INVOICE · PAGE 2, LINE 4500 units × ₹840PURCHASE CONTEXTPO-1086 · GRNs support 300 units
ANATOMY OF AN ACTIONABLE EXCEPTION
“Needs review” is not a diagnosis.
Cause
The exact control or evidence gap that failed.
Consequence
The amount, deadline or accounting outcome at risk.
Source
The invoice, PO, receipt or message supporting the diagnosis.
Owner
The person or team able to change the state.
Action
The specific evidence or decision requested.
Resolution criteria
The conditions required before controls replay.
THE RIGHT PATH FOR THE CAUSE
Different exceptions require different owners.
Missing receipt
Ask the receiving owner from the transaction with the invoice and PO context attached.
Coding ambiguity
Give the accounting reviewer the source, prior treatment and conversation history.
Approval evidence
Send the controlled request to the authorized approver and retain the reply in the timeline.
RESOLUTION CHANGES THE TRANSACTION
A reply is evidence, not an approval bypass.
The returned GRN closes the quantity gap; matching re-runs and the required approval remains separate.
Diagnose
500 invoiced · 300 received · 200 unsupported.
Ask
Send one specific client question inside AIdaptIQ with source context.
Receive
Keep the reply and earlier history on INV-2048.
Re-check
Link the returned evidence, replay matching and preserve required approval.
Use the exceptions your current stack leaves in “needs review.”
See whether AIdaptIQ can name the cause, owner and resolution path.