Scarpenter: Created page with "{{DISPLAYTITLE: Updating a Dispute}} = Overview = To edit or update a dispute, it must be in an OPEN status. Please refer to the dispute statuses..."

2017-05-15T00:59:17Z

Created page with "{{DISPLAYTITLE: Updating a Dispute}} = Overview = To edit or update a dispute, it must be in an OPEN status. Please refer to the dispute statuses..."

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{{DISPLAYTITLE: Updating a Dispute}}
= Overview =
To edit or update a dispute, it must be in an OPEN status. Please refer to the [[Disputes#Dispute_Statuses|dispute statuses]] for further information.

Users can access a dispute via following pathways:

1. The Disputes page.
Shows all disputes that have occurred across your entire customer base. This page can be found under:

Nav: '''Finance > Accounts Receivable > Disputes

[[file:Disputes-main.png|1200px|]]

2. The Invoice List.

Nav: '''Finance > Invoice List'''

There are several activity icons on the left-hand side of the list. Click on the ''Disputes'' icon circled as circled. Rolling over the each icon will display a tool tip to guide the user in these icons.

[[file:invoice-list-actions.png|Invoice List Actions]]

3. The Customer.

Nav: '''Customer > Invoices'''

Click on the '''Disputes''' activity icon.

= Edit a Dispute =
There are several actions available when editing a dispute. First, click the '''Edit Dispute''' button to put the page into edit mode. Once the page refreshes in EDIT mode, you can alter any of the following settings.

== Raise a Service Desk ticket ==
Users can raise a new service desk ticket regarding the dispute directly from this page.

At the top of the Manage Disputes page under ''Service Desk Links''' are the following options.

;Link to Service Desk
Clicking this will open a light box where a customer can search for tickets to link to the dispute.

[[file: Edit-dispute-new-ticket.png|1200px|]

Choose the ID of the ticket to link it to the dispute.

;Raise New Service Desk Ticket
Clicking this will open a light box with the ''Create New Service Desk Request'' form and provide a quick way for a user to create a new ticket linked to the dispute.

== Allocated Cardlines ==
Users can update the following values for each cardline:
* Disputed Amount
* Credit Amount
* Dispute Status

== General Dispute ==
Update the general disputed amount (inc tax).

== Dispute Settings ==
When the page is in EDIT mode, users can update the:

* Reason
* Reference
* Note

== Adding a Payment Extension ==
If you have access to grant payment extensions, you can extend the due date of this invoice while the dispute is in progress. To do this:

Click the '''Payment Extensions''' button.
Enter a new due date for the invoice, and save your changes.

[[file: Edit-dispute-payment-ext.png|1200px|]

== Finalise Dispute ==
This section contains settings that govern the behaviour of the system when the invoice dispute is settled and finalised. Users can update these sections at any time without finalising the dispute.

Refer to the [[Disputes/Finalise_Dispute|Finalise dispute]] article to finalise the dispute proper.

== Confirmation ==
When you are happy with all the settings, press the '''Update Dispute''' button.

Review and confirm the changes, press '''OK'''.
To cancel the changes and return to the Manage Dispute page, press '''NO'''.

= See Also =
* [[Disputes|Disputes Main Page]]
* [[Disputes/New_Dispute|Raise a new dispute]]
* [[Disputes/Withdraw_Dispute|Withdraw a dispute]]
* [[Dispute/Finalise_Dispute|Finalise a Dispute]]
* [[Invoicing|Invoicing]]

Disputes/Edit Dispute - Revision history

Scarpenter: Created page with "{{DISPLAYTITLE: Updating a Dispute}} = Overview = To edit or update a dispute, it must be in an OPEN status. Please refer to the dispute statuses..."