Defining a Dispute Request Type

Prerequisites

To define a dispute request type, you should have:

  • Dispute request business objects defined in the application

  • Approval profiles defined in the application

  • Adjustment types with and without A/P request type defined in the application

Procedure

To define a dispute request type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select D and then click Dispute Request Type.
    A sub-menu appears.
  3. Click the Add option from the Dispute Request Type sub-menu.

    The Select Business Object screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Dispute Request Type Business Object Used to indicate the business object that you want to use to create the dispute request type. Yes
    Tip: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Dispute Request Type screen.
    Note: The Select Business Object screen appears when there are multiple dispute request type business objects defined in the application. If there is only one dispute request type business object defined in the application, the Dispute Request Type screen appears.
  4. Select the required dispute request type business object from the respective field.
  5. Click OK.

    The Dispute Request Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the dispute request type.

    • Characteristics - Used to define the characteristics for the dispute request type.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Dispute Request Type Used to specify the dispute request type. Yes
    Business Object Indicates the dispute request type business object used while defining the dispute request type. Not applicable
    Description Used to specify the description for the dispute request type. Yes
    Dispute Request Business Object Used to indicate the business object that you want to use while creating the dispute request. Yes
    Detailed Description Used to specify additional information about the dispute request type. No
    Status Used to indicate the status of the dispute request type. The valid values are:

    • Active

    • Inactive

    Note: You cannot change the status of a dispute request type to Inactive if there are dispute requests which are created using the dispute request type and are currently in the Draft or Approval In Progress status.
    		 Yes
    Default Adjustment Type Used to indicate the adjustment type using which the dispute adjustment must be created.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Adjustment Type Search window appears.
    		 Yes
    Approval Required Used to indicate whether approval is required while creating the dispute adjustments using the dispute request type. No
    Approval Profile Used to indicate the approval profile which must be used to define approval hierarchy for the dispute request type.
    Note: This field appears when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Hierarchical Approval Used to indicate whether multi-level or single-level approval is required while creating the dispute adjustments using the dispute request type.
    Note: This field appears when the Approval Required check box is selected.
    		 No
    Zero Threshold Amount Hierarchy Used to indicate that based on the approval profile hierarchy, To Do Type from the hierarchy will be selected. The valid values are:

    • Credit

    • Debit

    		 No
    Submitter To Do Type Used to indicate the To Do type for the submitter when the dispute request is resubmitted by the approver.
    Note:

    This field appears when the Approval Required check box is selected.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the To Do Type Search window appears.

    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Submitter To Do Role Used to indicate the To Do role for the submitter when the dispute request is resubmitted by the approver.
    Note: This field appears when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Note:

    When the threshold amount is equal to zero for the request then based on the value in Zero Threshold Amount Hierarchy, the to do type will be picked from the Approval Profile hierarchy to send notification.

    Only when the Approval Required checkbox is selected, you will be able to select Hierarchical Approval and Approval Profile to be used. If hierarchical approval is not selected, the request has to be approved by a single approver (highest level approver determined by the dispute amount and approval profile.

  6. Enter the required details depending on whether you want to define dispute request type.
  7. Define characteristics for the dispute request type, if required.
  8. Click Save.
    The dispute request type is defined.

Related Topics

For more information on... See...
Dispute Request Type screen Dispute Request Type
Dispute Request Type List zone Dispute Request Type List
How to define a characteristic for a dispute request type Defining a Characteristic for a Dispute Request Type