Dispute Groups

  • Only Users with access to the Debt admin role will be able to add Dispute groups.

  • There are some pre-configured Dispute groups, which can be Edited or Locked.

    Tip

    Leave the two Author based one’s as standard one to use for genuine disputed documents but create additional ones for documents held for other reasons i.e. internal queries, coding checks etc.

  • Dispute groups are used on transactions when entering the details of the dispute to allow filtering to be applied.

Viewing a Dispute Group

Select Debt / Dispute group from the Settings section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Dispute group in the Quick Launch Side Menu.

This will then show the Dispute groups on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

Adding a Dispute Group

  1. Select Dispute Group from one of the options as shown above in Viewing a Dispute Group.

  2. Select New.

  3. Enter a Code & Description to identify the group.

  4. Select the options as required

    Note

    Author: this would be pre-selected on the ‘Author Based’ In Dispute & Dispute Resolved to indicate this is part of the standard system (there is no need to un-tick these). New groups created do not need need this selected. Sale & Purchase: identifies which ledger(s) the group should be available for use. Dispute Resolved: indicator to identify dispute entries are no longer subject to Dispute status, thus the transaction can now proceed with the next stage.

  5. Once completed select Create .

    Tip
    • Any group no longer required can be Locked to prevent it being used in error.


Updated February 2024