Viewing a List of Disputed Items - 20b

Purpose:  To view a list of disputed items using ctcLink.

Audience:  Accounts Receivable staff.

If a customer is disputing an invoice, you can put the item in dispute and indicate the amount and reason for the dispute. Putting an item in dispute does not generate accounting entries.

ctcLink Receivables enables you to use the Item List component to search for the disputed items of a specified customer or business unit. You can also generate a list of disputed items spanning multiple customers based on search parameters.

In this topic, you will view the details of items in dispute for a customer.

Viewing a List of Disputed Items.

Navigation:  Accounts Receivable > Customer Accounts > Item Information > Item List

Use the search fields at the top of the page to identify customers whose items you want to review, or use the Advanced Search page to enter detailed search parameters.

Enter the customer ID of the customer whose items you want to view, or leave blank to view all items in the business unit.

  1. Select the Customer field. Enter the desired information into the Customer field.

In the Level field you have the following options to choose form:

  • No Relationship to indicate that no customer relationships are considered,
  • Corporate to consider only corporate customers,
  • Correspondence to consider only correspondence customers,
  • or Remit From to consider only remit from customers. 
  1. Select the Level field and select one of the options listed above.
  2. Select the Status list.

From the Status list, select a value to see a subset of items in the list. Values are:

  • All (all items),
  • Closed (closed items),
  • Collections (items in collection),
  • Deduction (deduction items),
  • Dispute (items in dispute),
  • Doubtful (items marked as doubtful),
  • Last Conv (items from the last conversation),
  • Open (open items),
  • or Past Due (items that are past due).

Use the Dispute option to select items in dispute.

  1. Select the Search button.

Select the Search button to search for items for the customer or business unit. If you have saved search preferences, the system limits the list to items that match the search criteria.

Use the Item List page to build and view a list of items for a customer that matches your search criteria. You can view all items, open items, items in dispute, items in collections, closed items, past due items, deduction items, last conversation items and doubtful items.

The search results display the disputed Item ID belonging to the Customer ID you have input. You can also see all the details like amount, due date, entry type, reason and so on.

Select the Customer Name link to access the General Information component (CUSTOMER_GENERAL), where you can view and change customer information. 

Select the Add Conversation link to access the Conversations page, where you add a new conversation for the customer.

Select the Account Overview link to access the Account Overview - Balances page, where you can view various balances for the customer and access customer profile information, customer trend information, and the customer action list.

Select the Item link for an item to access the View/Update Item Details component (ITEM_MAINTAIN), where you can view and update item details and view item activity and accounting entries. You can also access details for

  • the sales order,
  • invoice,
  • contract,
  • or promotion

associated with the item in:

  • Order Management,
  • Billing, Contracts,
  • or Promotions Management.

When selecting the customer name link, you are taken to the General Info tab to review and make need updates, if any. Scroll down to see additional sections to review/update.

 

If you have selected the Add Conversation link, it will open the Conversations page for you to add a new conversation.  If you are just reviewing this page and do not wish to add a conversation, select Cancel to return to the Item List tab.

When selecting the Account Overview link, it opens the Customer Item Inquiry page.  Once you have reviewed the information, scroll down and select  Cancel to return to the Item List page.

The following screenshot demonstrates the results when selecting an Item link in the Item List section. As mentioned above, you will be taken to the Item Maintenance page, where you can view and update item details and view item activity and accounting entries. You can also access details for the sales order, invoice, contract, or promotion associated with the item in Order Management, Billing, Contracts, or Promotions Management.

You have successfully viewed disputed items of a selected customer.

End of Procedure.

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