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To change dispute information:
Access the
collection activities. How? If you are
not in the 'All' or
"Latest Action Item per Invoice" views, select either of these
views from the Action Item View list, and click Search.
Note: You cannot
enter disputes when in the '"Distinct Action Items" view.
Select the
check boxes for invoices that have disputes that you want to update, and
click Dispute.
The Disputes section of the screen appears, displaying a row of information
for each dispute submitted for the selected invoices.
Note: Invoices
that are disputed are identified by a dispute icon
Change the
dispute information.
Note: To change
the dispute status, you must be the resolver or invoice owner.
Are you assigned
to a role that includes the capability to reassign disputes?
If yes, use the
following table to determine your entry in the Resolver field:
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If a notification ruleset for creating disputes |
Then… |
|
Is defined |
To
have the ruleset determine the resolver, leave the Resolver field blank
To
override the ruleset, enter the e-mail address for an internal contact
in the Resolver field |
|
Is not defined |
To
have the invoice owner assigned as the resolver, leave the Resolver field
blank To
assign a resolver other than the invoice owner, enter the e-mail address
for an internal contact in the Resolver field |
If no, you cannot
make an entry in the Resolver field. The Resolver field fills in with
one of the following:
|
If a notification ruleset for
creating disputes |
Then |
|
Is defined |
The ruleset determines the resolver and eCredit sends
the resolver an e-mail notification. |
|
Is not defined |
The invoice owner is assigned as resolver and eCredit
sends the invoice owner an e-mail notification. |
To add a note
to the dispute:
Click
the Note icon.
The Add Note pop-up window appears. Click
in the pop-up window, type the note, and click Save.
When you add a note, it is automatically added to all action items
for the invoice, and can be viewed on the Invoice Details screen and Dispute
Details screen accessed from the Dispute Management module. To copy
this note to other selected invoices, in the Go To column, select Copy
To All. Click
Save.
The original dispute record is available as history through the
Dispute Management module.
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