4.6 Resolve Dispute

This topic provides systematic instructions to resolve disputes that have been raised against receivables/payables.

A corporate user can use this option to resolve disputes that have been raised against receivables/payables.

Note:

The Resolve Dispute action can be effected only on those receivables/payables that have disputes raised against them.
To resolve a dispute raised 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 Resolve Dispute link or the Resolve Dispute tile.
    A list of disputed receivables/payables, appears.
  3. In the Manage Receivables/Payables screen that appears, either click the Resolve Dispute link or the Resolve Dispute tile.
    A list of disputed receivables/payables, appears.

    Figure 4-16 Manage Receivables/Payables – Resolve Dispute action selected


    Description of Figure 4-16 follows
    Description of "Figure 4-16 Manage Receivables/Payables – Resolve Dispute action selected"

    Table 4-9 Manage Receivables/Payables – Resolve Dispute - Field Description

    Field Name Description
    List of Receivables/Payables (number selected) This section displays a list of receivables/payables against which ‘Resolve Dispute’ action can be effected. Once you select one or more receivables/payables to resolve 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:
    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.

    Also displays the status of the receivable/payable.
    Due Date Displays the date on which the receivable/payable must be fully paid.
    Amount Displays the total receivable/payable amount.
    Disputed Amount Displays the amount that is being disputed.
    Dispute Reason Displays the reason for the dispute.
    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 Delete beside the document in the pop-up window.

    Note:

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

    Figure 4-17 After Selecting Records


    Description of Figure 4-17 follows
    Description of "Figure 4-17 After Selecting Records"

  4. Once you select the required receivable/payable, enter relevant comments.
    • You can also click Upload and upload relevant documents, if required.
  5. 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.
  6. 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