Setting Up Exception Management
Exception Management (EM) is currently a limited release feature that’s not available to all customers. Eligibility depends on data volume and model training readiness; accounts with a large amount or insufficient historical data may be restricted. If you can’t access Exception Management, contact your NetSuite Account Manager for guidance and next steps.
Additionally, Exception Management is a production‑only feature and can't be enabled in Sandbox Accounts because those environments typically lack the required historical transaction data (approximately 18 months) needed for model training and inference.
To enable Exception Management (EM):
After EM is enabled, it immediately starts learning your transaction patterns based on your historical transaction data from the past 18 months.
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Go to Setup > Company > Enable Features (Administrator) and click the Accounting subtab.
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In the Advanced Features section, check the Exception Management box. You may need to scroll down the page to find the feature.
Note:Ensure the ACCOUNTING PERIODS feature under Basic Features is enabled before activating EM. For more information, see Accounting Period Management.
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Click Save.