4.5 Raise Dispute

This topic provides systematic instructions to raise a dispute against the receivable/payable.

If a corporate party (either Buyer or Supplier) does not agree with the details of a receivable/payable, they can raise a dispute against the receivable/payable.
To raise dispute against a receivable/payable:
  1. Perform any of the following actions:
    • From the Dashboard, click the Toggle Menu, then click Receivables/Payables, Receivables/Payables Management, and Manage Receivables/Payables.
    • From the Dashboard, click the Toggle Menu, then click Receivables/Payables, Receivables/Payables Management, then View/Edit Receivables/Payables and then Customer Reference Number link of RAISED invoice/debit note.
    The Manage Receivables/Payables screen appears.
  2. In the Manage Receivables/Payables screen, click the Raise Dispute link or the Raise Dispute tile.
    A list of receivables/payables that on which dispute can be raised, appears.

    Figure 4-14 Manage Receivables/Payables – Raise Dispute action selected


    Description of Figure 4-14 follows
    Description of "Figure 4-14 Manage Receivables/Payables – Raise Dispute action selected"

    Table 4-8 Manage Receivables/Payables – Raise Dispute - Field Description

    Field Name Description
    List of Receivables/Payables (number selected) This section displays a list of receivables/payables against which ‘Raise Dispute’ action can be effected. Once you select one or more receivables/payables to raise dispute against, the number of receivables/payables selected appears in brackets.
    Search Specify the partial or full receivable/payable reference number / associated party name / status to search for specific receivables/payables. The results appear as and when you enter the data.
    Filter Click this icon to filter the receivables/payables, based on certain criteria. For more information, refer the Search (overlay window for Manage Receivables/Payables) section below.
    Check Box To select all the receivables/payables in the list, select the main check box. To select specific receivables/payables, select the check boxes beside those receivables/payables. If you select more than one receivable/payable, the following message appears:

    info You may add comments for all selected receivables/payables. Click Here.

    Note: To add comments for all selected receivables/payables:
    1. Click the Click Here link. A pop-up window appears.
    2. Add relevant comments.
    3. Click Apply to apply the same. Or, click Cancel to cancel adding the comments.
    Indicator Displays ‘I’ for an invoice and ‘D’ for a debit note.
    Associated Party User can search the receivables/payables by providing the associated party. The drop-down lists all the on-boarded associated parties and the list of on-boarded associated party is categorized by:
    • Anchor Buyer
    • Anchor Supplier
    • Counter Party Buyer
    • Counter Party Supplier
    Reference Number Status Displays the unique reference number of the receivable/payable along with its status. The reference number is a hyperlink, which when clicked, displays the receivable/payable details in an overlay window.
    Due Date Displays the date on which the receivable/payable must be fully paid.
    Amount Displays the total receivable/payable amount.
    Disputed Amount Indicates the amount that is being disputed. By default, the total receivable/payable amount is displayed in this field. Once you select a receivable/payable, this field becomes editable.
    Note: You can edit this field as follows:
    1. Select the check box beside the receivable/payable to be partially accepted.
    2. Click Edit and enter the amount that you wish to accept.
    3. Click Save to save the entered amount.
    Dispute Reason Select the reason for the dispute from this list. Once you select a receivable/payable, this field becomes editable.
    Comments Specify any relevant comments. Once you select a receivable/payable, this field becomes editable.
    Upload Documents Click Upload to upload relevant documents. Once you select a receivable/payable, this icon becomes clickable.

    The following document formats are supported: JPEG, JPG, PNG, and PDF. A maximum of 5 documents can be uploaded.

    Once you upload documents, the number of documents uploaded appears as a hyperlink in brackets, beside this icon. On clicking this hyperlink, a pop-up window appears with the names of the documents uploaded. To delete an uploaded document, click beside the document in the pop-up window.

    Note: These documents can also be viewed and downloaded by the approver/checker.

Figure 4-15 After Selecting Records


Description of Figure 4-15 follows
Description of "Figure 4-15 After Selecting Records"

  1. Once you select the required receivable/payable, update the Disputed Amount field, select the reason for dispute, and enter relevant comments.
    • You can also click Upload and upload relevant documents, if required.
  2. Click Submit. The Review screen appears. Or, do one of the following:
    • Click Cancel to cancel the transaction.
    • Click Back to go to the previous screen.
  3. Review the details and click Confirm. A confirmation message appears with the reference number and status of the transaction. Or, do one of the following:
    • Click Cancel to cancel the transaction.
    • Click Back to go to the previous screen.

Parent topic: Manage Receivables/Payables