How to Submit Disputes from Dispute Management

Procedure

To submit disputes from Dispute Management:

1. From the Main menu, select Dispute Management.
   The Search Dispute screen displays a list of pending disputes for which you are the resolver The resolver is the contact defined by the notification setup who is assigned to resolve the dispute. If you do not set up a notification ruleset, then the invoice owner is assigned as the resolver..

2. Click Create New Dispute.
   The Create New Dispute screen appears.

3. Enter information to locate the invoice for which you want to add a dispute, and click Search. You can enter partial information. For example, you can enter 170 in the Invoice # field to locate all invoices with numbers beginning with 170. It is not necessary to enter the wildcard (%) at the end of your entry.

Note: You must enter at least one invoice criteria when searching. The invoice criteria are: invoice #, Purchase Order #, Sales Order #, the From Invoice Date, and the To Invoice Date (these dates establish a range for the time period that the invoice date would fall within).

The Search Results displays the invoices that match the information you enter.

If a message displays saying that there are more than 200 invoices matching your search criteria, if the invoice being disputed is not displayed, enter additional search criteria to narrow the search..

4. In the Add Dispute column for the invoice that is being disputed, select the Add Dispute link.
   The Add Dispute screen appears. If the invoice has line item information, that information appears in the Line Item(s) section.

Note:  If you do not have the capability to reassign disputes, you cannot edit the Dispute Resolver field. Either the notification ruleset determines the resolver, or if there is no notification ruleset set up for dispute creation, the invoice owner is assigned as the resolver.

5. 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:

If no, you cannot make an entry in the Resolver field, The Resolver field fills in with one of the following:

6. Do one of the following:

• To enter a dispute for the invoice as a whole, enter information in the Dispute Details section, and click Submit. The Amount Available for Dispute field shows the maximum amount that you can enter for the dispute.

• To add disputes for line items:

1. In the Dispute Details section, enter all information for the dispute except the dispute amount.

2. In the Line Item(s) section, select the check boxes for the line items that are disputed.
   The Dispute Amount field fills in with the total for all the line items that you select.

3. Click Submit.

The Dispute Submitted screen displays dispute information, including the dispute number and the resolver for the dispute. If you entered the dispute for line items, each line item is given a separate dispute number.

When you click Submit, the following occur:

• If there is a notification ruleset for dispute creation, e-mail notification is sent to the dispute resolver and to any secondary dispute contact determined by the rules set up by your business administrator.

• If there is no notification ruleset defined, the invoice owner is assigned and notified.

• If your collections strategies are defined to occur when a dispute is submitted, those action items are created.

• eCredit validates that the total of all disputes and any promises for the invoice is not greater than the invoice amount due.

7. To print the acknowledgement, click Print.

8. To return to the Search Dispute screen, click Return.

9. To add an additional dispute, repeat Steps 2-6.