Dispute Cases on partial Payments

[Former Member]

Hi

How to create Dispute cases for partial payments?

I have an invoice. A payment comes and its partial. We dont set up residuals. So on the invoice it says partially paid for some amount. And we want the job to create the dispute for the remaining amount.

Do i need to define anything new in case record model for this?

Thanks for help.

[Former Member]

I have an invoice for 1000. No dispute case is created till now.

I made a pyment for it for 500.

And now If I run FDM_AUTO_CREATE what is my selection criteria to select this invoice for dispute case creation.

We want to schedule a job everyday to pick up all invoices that are partial paid and we want to create cases for them.

Can it be done in FDM_SUTO_CREATE?

If it can be done then how the program knows which invoices has partial payments and how does it change the disputed amount to invoice amount minus partial payment?

I know how to do it manually by selecting both debit and credit item in FBL5N to create the case.

I also know that when case is created and if a payment is made partially it reflects the case disputed amount.

I just want to know if FDM_AUTO_CREATE can be used to to create cases on invoices that are partially paid.

If it can then how?

Thanks,

[Former Member]

Hi

As I said we dont create residuals.

We apply a payment partially and then when i create the case I want the case to show the siputed amount as the original amount minus the partial paid amount.

I want to know how to create the case when residuals are not created. A invoice of 1000dol and a partial payment of 500 is applied.

Then can a dispute case can be created for it?

Thanks,

[Former Member]

OK I have played around here.

If you enter the payment and make a partial payment against the invoice it does not record it.

There will be the invoice as an open item, and a credit journal amount on the customer's account.

You could then dispute both items together to make a single dispute, so it would show the amount in dispute.

If you match the payment against the invoice - a debit journal amount is left. You could dispute this, but there is no reference within FSCM to the original invoice.

[Former Member]

Hi

How Could you create a case for both invoice and payment together?

And how could you do it using FDM_AUTO_create?

Thanks,

[Former Member]

If I interpret your mesg above, you mean to say that partial payment functionality will be used and once payment is applied to the invoice, you wish to create a Dispute case just for the payment difference i.e. Original Disputed amnt = Invoice amnt-Partial payment and NOT for the whole invoice?

If yes, follow steps mentioned by Mark.

Also can you comment, why residual item functionality is rule out?

[Former Member]

Hi

How can I match both debits and credits for creating a case? In fbl5n do I need to select both invoice and the payment document?

And if so How can I automate the case creation using fdm_auto_create?

And in our client place the client pays commissions to customers if they pay in full. That means if the original invoice is cleared then the customer is eligible for commisions. And so they dont want to setup residuals as it clears the original invoice.Thanks

[Former Member]

within the auto create program, you can run this by document type, or reason code.

You can get a dispute to group many open items at the same time.

[Former Member]

Hi

If I have many invoices and partial payments with same reason code then how can i create individual dispute cases only for one invoice and its partial payment.

For eg

Invoice 1 1000$ Partial Payment 500$ Reason code UN

Invoice 2 1000$ Partial Payment 500$ Reason code UN

Both of em have same reason code UN so How can I have a different cases for these two?

And should I open up the reason code field in the Invoice line item too cause currently when we post payments the reson code only reflects on payment document.

Thanks

[Former Member]

Use the option - "Dispute case per Line item" to create a separate DC for every line item

[Former Member]

In a Partial Payment the invoice remains open. But a partial payment is made.

And if I use the option "create dispute case per line item" it will create dispute case for whole invoice amount and not the Invoice amount minus the partial payment.

So it wont work. I think no one created cases for partial payments through FDM_AUTO_CREATE

[Former Member]

Yes, as per Best practices, one should use residual functionality and create Dispute case based on that.

However in your case, if you create one per invoice, when created, the Disputed amount will show you the amnt under dispute rather than the Original disputed amount, if you decide to go down the partial payment functionality route.

[Former Member]

Hi Deep

Are you saying that if I create a partial payment for an invoice and If I run FDM_AUTO_Create for that invoice , then the disputed amount will show the balance of invoice amount - partial paid amount?

Well its not happening to our cases. Did we missed anything in Config. For us it shows the whole invoice amount as disputed amount.

[Former Member]

If one uses Partial payment functionality,

It should show the amounts as following

1) Original disputed amnt = Whole Invoice amnt

2) Disputed amnt = Invoice Amnt - Partial payment

3) Paid = Partial payment amnt

[Former Member]

Hi,

I think if we create a dispute and then make a partial payment to it, then only the difference will get reflected under disputed amount. But when we create a dispute with both like for example from a collection worklist, original dispute amount itself is the difference between the invoice amount and the partial payment.

When there is invoice reference in the partial payment, then when you create a dispute for both, it should show the difference as the original dispute amount.

Regards,

Ravi

[Former Member]

Please note the partial payment can only be recongised as a partial payment once the invoice and the payment have been matched.

Within F-32 there is the functionality to clear open items, and then create a dispute for the balance amount.

[Former Member]

Transaction FDM_AUTO_CREATE - Automatic creation of dispute cases >

Program RFDM3000 creates dispute cases for residual items arising during automatic incoming payments (account statement, lockbox), during check presentation, or in postprocessing.

Alternatively, you can use the program to create dispute cases for open receivables items.

Best regards,

Cristobal.