Resolving Disputes Using Instant Messaging
PeopleSoft eSettlements supports instant messaging from Yahoo, Sametime Connect, and America Online. To take advantage of this functionality, you must set up both the buyer and supplier for instant messaging capability on their respective registration pages.
During buyer registration, the buyer sets up the roles and user IDs (in both the buying and selling organizations) that receive dispute schedule email notifications.
This section discusses how to use instant messaging to resolve invoice disputes.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
EM_IM_SEC |
If you are a buyer, initiate a dialog with a supplier about a disputed invoice. |
Use the Instant Messenger page (EM_IM_SEC) to if you are a buyer, initiate a dialog with a supplier about a disputed invoice.
Navigation:
Click the Review Exceptions link on the Buyer Dashboard page.
Click a link in the Invoice ID column on the Review Match Exceptions - Inquiry page.
Click the Set Hold Payment Actions link on the Match Exception Workbench Details page.
Click the Discuss with IM link on the Review Match Exceptions - Review Invoice Disputes page.
Click a Dispute button for the corresponding invoice line on the Review Invoices - Invoice Inquiry page.
Click the Discuss with IM link on the Review Invoices - Review Invoice Disputes page.
View the Instant Messenger Contacts, and then click a button in the Online Now column to open a messaging window in the instant messaging domain of the corresponding user name.
Warning! You must copy and paste the instant messaging dialog into the New Comments field on the Review Invoices - Review Invoice Disputes page or the Review Match Exceptions - Review Invoice Disputes page for the system to save the dialog.