Introduction

If you have suppliers who are sending invoices electronically through integration, EDI Lite or the invoice import process you need to read the below set up information for the dispute process.

When a user disputes an invoice, an email is sent to the supplier. See the example below:

Assumptions

The dispute functionality can only be used if the EDI contact is set up in the supplier record

Step-by-Step guide

Required supplier set up

In Head Office > Purchasing > Suppliers
Click on the relevant supplier record
Click Add in the Additional Contacts section on the right
Enter the contact details for the contact who needs to receive information about an invoice dispute, eg the credit controller. Make sure you select EDI Dispute in the Role drop down and add an email address
Click Add Contact to save it
This contact will receive the email advising them of an invoice dispute

Outlet Set Up

There is space for the outlet address on the email.

To make sure this is complete, go to Head Office > Outlets > Set Up > Edit Outlet

Select the outlet
Click Change Address
Add the address and save

User Set Up

There is space for the user's telephone number on the email.

To make sure this is complete, go to Head office > User Access > Users or Head Office (depending on the user you are amending at the time)

Click on the user's name
Add their telephone number in the relevant field and click Update User

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