Reviewing, Initiating, and Resolving Disputes
This section lists prerequisites and discusses how to:
Review invoice disputes.
Review payment installments.
Review disputes in the invoice cycle.
Initiate invoice disputes.
Resolve invoice disputes.
Manage disputes during matching.
Resolve disputes included in a pay cycle.
Both buyer and supplier aging balances, as well as the invoice inquiry pages, reference disputed invoices.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
EM_VOUCHER_INQUIRY |
If you are a buyer, view invoice activity details and access a page to place invoices on hold. |
|
|
EM_SP_VCHR_INQUIRY |
If you are a supplier, view invoice activity details. |
|
|
EM_BUY_PYMNT_INSTL |
If you are a buyer, review invoices with multiple payment schedules. |
|
|
EM_VCHR_DISP_SUMM |
If you are a buyer, view the invoice dispute summary and access a page to release a payment schedule from hold. |
|
|
EM_VOUCHER_DISPUTE |
If you are a buyer, place invoice payment schedules on hold, release holds, and trigger notification of discrepancies to suppliers. |
|
|
Manage Bills - Review Invoice Disputes Page |
EM_VOUCHER_DISPUTE |
If you are a supplier, review invoices on hold and add comments. |
|
EM_VCHR_MATCH_INQ |
If you are a buyer, view a list of invoices containing match exceptions. |
|
|
EM_PYCYCL_SUM |
View pay cycle details. |
|
|
Approve Payments - Invoices to be Paid Page |
EM_PAY_PAGE |
Review invoices in the pay cycle and include or exclude them before payment creation, and access a page to release from dispute any invoices that are on hold. If a dispute button is available, it indicates that the installment was placed in dispute after being selected for payment. The Pay Cycle Summary page can be used to resolve disputes but not to initiate them. |
The buying organization must set up the Dispute Payment Schedule notification type for the supplier to receive notifications.
Use the Review Invoices - Invoice Inquiry page (EM_VOUCHER_INQUIRY) to if you are a buyer, view invoice activity details and access a page to place invoices on hold.
Navigation:
Select an invoice status of Dispute Schedule or Dispute, respectively.
Here, buyers and suppliers can view all invoice activity and can access pages to review, initiate, and resolve disputes.
Use the Review Payment Installments - Inquiry page (EM_BUY_PYMNT_INSTL) to if you are a buyer, review invoices with multiple payment schedules.
Navigation:
To access the page where you place a payment schedule on hold, click the Hold link on the payment schedule.
Use the Review Invoices - Invoice Cycle page (EM_VCHR_DISP_SUMM) to if you are a buyer, view the invoice dispute summary and access a page to release a payment schedule from hold.
Navigation:
Click the Invoice column link for a line displaying a Dispute button on the Review Invoices - Invoice Inquiry page.
To access the page to release a payment schedule from hold, click the Review Disputes link at the bottom of the page.
Note: This link is available only to users who are set up to manually schedule payments.
Use the Review Invoices - Review Invoice Disputes page (EM_VOUCHER_DISPUTE) to if you are a buyer, place invoice payment schedules on hold, release holds, and trigger notification of discrepancies to suppliers.
Navigation:
Click the Invoice column link for a line displaying a Dispute button on the Review Invoices - Invoice Inquiry page.
Click the Review Disputes link on the Review Invoices - Invoice Cycle page.
Click the Hold link for the invoice you want to dispute on the Review Invoices - Invoice Inquiry page.
Select the Hold Payment check box and enter a reason for the dispute. Then, enter specific new comments for the supplier.
Use the Manage Bills - Review Invoice Disputes page (EM_VOUCHER_DISPUTE) to if you are a supplier, review invoices on hold and add comments.
Navigation:
Click a Dispute Information button on the Manage Bills - Invoice Inquiry page.
Here, buyers and suppliers can view and add comments to disputes. Buyer users can resolve disputes on the Review Invoices - Invoice Dispute page.
Note: Only buyer users who are set up to manually schedule payments can place schedules in dispute. Otherwise, users can only view the disputes.
Deselect the Hold Payment check box and enter specific new comments for the supplier.
You can also enter a reason associated with the resolve, but a reason is not necessary.
Use the Review Match Exceptions - Inquiry page (EM_VCHR_MATCH_INQ) to if you are a buyer, view a list of invoices containing match exceptions.
Navigation:
Click the Review Exceptions link on the Buyer Dashboard page.
Field or Control |
Description |
|---|---|
|
Click to review details of the dispute. If this button is available, it indicates that the invoice is on hold because a payment installment is in dispute. |
Invoice Number |
Click a link in this column to view match exception details and, if necessary, override the exceptions. |
Use the Approve Payments - Approve Pay Cycle page (EM_PYCYCL_SUM) to view pay cycle details.
Navigation:
Click a Details link on the Approve Payments - Pay Cycle Summary page.
To access the Approve Payments - Invoices to be Paid page, click a Details link on the Approve Payments - Approve Pay Cycle page.
The Approve Payments component enables review and resolution of any disputed invoices included in a pay cycle.
If a button appears in the Dispute column, it indicates that the summarized payment contains an invoice dispute. Click the adjacent Details link to review installments that are on hold.
To resolve a dispute initiated after an invoice has already been selected by the pay cycle, click the Dispute button on the Review Invoices - Invoice Inquiry page.