Working with Dispute Management

Overview

The Dispute Management module provides a central location from which authorized users can manage disputes. Dispute Management provides up-to-date dispute information to all authorized users, while providing flexibility in how you assign resolvers.

Use the Dispute Management module to:

  • Enter disputes against an invoice or against a line item.  

  • Enter up to 200 disputes by way of batch processing.

  • Track the progress of disputes.

  • Update dispute details.

  • Update dispute status for up to 20 disputes at one time.

  • Update dispute status for up to 200 disputes at one time by way of batch processing.

  • View the history of changes made to disputes. You can view up to ten changed records for a dispute.

  • View the date that the dispute status was last modified to help in dispute tracking

  • Reassign disputes to manually override the system-determined dispute resolver.

  • View the total amount disputes for selected disputes.

  • Generate and send customer correspondence for up to 200 open and closed disputes at one time from search results.

  • Add notes and attachments to a dispute to describe the progress of the dispute resolution.

  • View only disputes for which you are the current resolver, or view disputes for which you are both the current and former resolvers.

  • View disputes assigned to your subordinates

How dispute assignment and notification works

Your business administrator can set up notification rulesets for disputes. When you enter or update disputes using the Dispute Management module, any notification rules set up by your business administrator are triggered so that the following occur:

  • The resolver determined by the rules for the 'on create', 'on update', or 'periodic" dispute events is assigned to the dispute and receives e-mail notification of the assignment.

  • Any secondary contact defined by the rules is sent notification of the dispute assignment.

  • The ruleset can be defined so that the invoice owner also receives notification.

If a notification ruleset is not defined, disputes are assigned to the invoice owner determined by the strategy workgroup ruleset.

To add flexibility to the dispute assignment process, selected users can be assigned to a role capability that enables them to override the system-determined resolver.

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