Choose the symptom you can observe
Open the matching case. Check the existing state before changing a record or repeating an action.
The rule expects a quantity that the operating team does not collect.
Check first
- Read the unit label and quantity mode alongside the source count the franchise can provide.
- Compare the rule cadence with the period in which the count is collected.
- Check whether the rule is using a fixed quantity or a changing per-cycle quantity.
Next action
Align the unit label, quantity mode, cadence, and source process in a new version or documented correction. Do not enter a convenient proxy count when it measures a different operating unit.
Confirm the result
A representative franchise can state what one unit means, when it is counted, and how the resulting quantity will be used in the next cycle.
The intended franchise is absent from the unit rule.
Check first
- Compare the rule's assignment policy with the franchise's active status and organization scope.
- Check whether the franchise was added after the rule version was created.
- Confirm that a different rule is not already assigned to the same franchise and cycle.
Next action
Correct the assignment policy or add the franchise through the authorized setup path, then inspect the next cycle before activation. Keep duplicate or superseded assignments documented rather than silently replacing them.
Confirm the result
The rule preview or readiness result names the intended franchise exactly once with the correct quantity mode and cycle.
The next complete cycle is missing or has no usable quantity.
Check first
- Confirm the rule effective dates and cadence cover the selected cycle.
- Check whether the assigned franchise has an owner and a source quantity for that period.
- Review whether the previous cycle is still open and blocking the next cycle.
Next action
Resolve the date, assignment, or prior-period dependency before activating the rule. If the quantity is intentionally unavailable, record the deferred state instead of treating an empty preview as zero.
Confirm the result
The next cycle shows the applicable rule, assigned franchise, quantity source, and a clear ready or deferred state.
The displayed charge does not match the unit price and quantity.
Check first
- Recalculate the amount from the saved unit price, quantity, cadence, and rounding rule.
- Check whether a local override or previous version supplies a different price.
- Compare the unit label with the quantity entered to rule out a unit-of-measure mismatch.
Next action
Identify the governing price and unit before correcting the rule or quantity. Preserve the original version, then preview a representative cycle after the correction.
Confirm the result
The preview shows a reproducible amount with the saved price, quantity, unit label, cadence, and governing version visible.
Prepare a useful escalation
- Include the rule version, unit label, quantity mode, cadence, assignment scope, price, and affected cycle.
- Show one representative source count and the resulting expected charge without including unnecessary private details.
- Ask the rule owner to approve changes that alter future assignments, units, or prices.
Reference the relevant record instead of copying credentials or unrelated personal information into the handoff.