Creating a Dispute Request

Prerequisites

To create a dispute request, you should have:

  • Dispute request types defined in the application

Procedure

To create a dispute request:

  1. Do either of the following:
    If you want toThen
    Define a dispute request from the Account Receivable Central screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select Accounting and Receivable and then click Account Receivable Central.

      The Account Receivable Central screen appears.

    3. Search for the bill in the Account Receivable Central screen.

    4. In the Search Results section, select the required bill and then click Dispute.

    Note: Only one bill at a time is allowed to select for Dispute Request from the Account Receivable Central screen.
    Define a dispute request from the Dispute Request screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select Accounting and Receivable and then click Dispute Request.

      A sub-menu appears.

    3. Click the Add option from the Dispute Request sub-menu.
    The Select Dispute Request Type screen appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Dispute Request Type Used to indicate the request type using which you want to create the dispute request. Yes
    Account ID Used to search dispute requests which are created for a particular account.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.
    		 Yes
    Dispute Reason Used to indicate the dispute requests which are created using a particular dispute reason for the bill. Yes
    Tip: Alternatively, you can access the Select Dispute Request Type screen by clicking the Add button in the Page Title area of the Dispute Request screen.
  2. Select the required dispute request type from the respective field.
  3. Click Save.

    The dispute request is defined and the status of the dispute request is set to Draft. The Dispute Request screen appears where you can view the details of the dispute request. It contains the following tabs:

    Note: The dispute request can be created only for bill with zero outstanding amount.

    • Main - Displays information about the dispute request. It contains the following zones:

      • Dispute Request - Displays the details of the dispute request.

      • Dispute Details - Lists the entities, such as auto payment events, and/or credit bill line items (such as credit bill segments and adjustments), of the account which must be disputed.

      • Dispute Adjustments - Displays the adjustment details of dispute request.

        Note: This zone appears when you click the Broadcast (The Broadcast Icon) icon corresponding to the entity type as Bill in the Dispute Details zone and when the status is Processed.

      • Previous Dispute Requests - Displays the details of the bill which must be disputed.

        Note: This zone appears when you click the Broadcast (The Broadcast Icon) icon corresponding to the entity type as Bill in the Dispute Details zone.

    • Bills - Used to search bills with credit line items, such as credit bill segments and adjustments, that you want to dispute.

    • Log - Lists the complete trail of actions performed on the dispute request.

  4. Add auto payment events, or credit bill line items that you want to dispute.
  5. Edit the dispute amount of each entity, if required.
  6. Define characteristics for the dispute request, if required.

Related Topics

For more information on... See...
Dispute Request screen Dispute Request (Used for Viewing)
Account Receivable Central screen Account Receivable Central
How to add a bill line item to the dispute request Adding a Bill Line Item to the Dispute Request
How to edit a dispute request Editing a Dispute Request
How to define a characteristic for a dispute request Defining a Characteristic for a Dispute Request