9.2 Resolving Disputed Transactions
Purpose: Use this document as a reference for resolving disputed procurement card transactions in ctcLink.
Audience: Purchasing staff
You must have at least one of these local college managed security roles:
- CC_ADMINISTRATOR
- CC_APPROVER
- CC_RECONCILER
- CC_REVIEWER
- CC_USER_PO
- CC_USER_REQ
- ZZ Procurement Card Recon
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Resolving Disputed Transactions
Navigation: Purchasing > Procurement Cards > Reconcile > Review Disputes
- The Review Disputes Search page displays.
- Enter Employee ID.
- Select Search.
- Use the Procurement Card Transactions page to view and resolve disputed transactions. The statement lines that appear on this page are lines with a dispute amount where the Credit Collected option has been cleared.
- Select the Comments button to enter comment text that remains with the associated procurement card transaction dispute.
- The Dispute Amount field displays the difference in the amount between your records and the transaction amount. Appears by default from the Reconcile Statement - Procurement Card Transactions page.
- The Description appears by default from the Reconcile Statement - Procurement Card Transactions page, but you can change it here.
- Select the Billing tab.
- Review the information on the Billing tab.
- Select the Cardholder tab.
- Select the Collected option.
- Select the Save button.
- Process complete.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
VIDEO COMING SOON!
View Tutorial via Panopto
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