Who this is for. AR and cash-application staff who check disputed invoices in SmartCustomer. For AR Remittances, only the SuperAdmin role has access to this tab.
Availability. The Disputes tab appears in every SmartCustomer console.
Overview
The Disputes tab lists invoices that carry a disputed amount. Each row shows the invoice, the disputed amount, and the invoice's dates. Each invoice number opens that dispute's details page.
Dispute information also shows on the Invoices tab and the Customers tab. The last section of this article lists where.
Toolbar
The toolbar sits at the right of the title. Table 1 lists its controls from left to right. The toolbar has no Tag icon, and the rows have no checkboxes.
Table 1. Disputes toolbar
Control |
Use |
|---|---|
Currency, with Base and Foreign |
Switches the amount columns. Base shows amounts in your base currency. An invoice's details page names it in its Base Currency field. Foreign shows each record's amounts in the record's own currency. |
Search box |
Searches the list. |
Filter Records |
Filters the list. |
Edit Columns |
Chooses which columns the list shows. |
Export Disputes |
Exports the dispute list as a CSV file. The file holds every dispute that matches the current search and filters, in the columns the list shows. Amounts follow the Currency toggle. Depending on your organization's settings, the file downloads at once or arrives in Downloads under the bell icon. |
Dispute list
Each row is one disputed invoice. Table 2 lists the columns. The columns come from your organization's configuration. Edit Columns chooses which of them show for you.
Table 2. Dispute list columns
Column |
Holds |
|---|---|
Invoice Number |
The disputed invoice, which opens the dispute's details page. |
Customer Name |
The customer the invoice is for. It is not a link. |
Disputed Amount |
The amount in dispute, in the currency that the Currency toggle selects. |
Entity |
The entity the invoice belongs to. |
Invoice Status |
The invoice's status, such as Open. |
Age (Days) |
The invoice's age, in days. The list opens sorted by this column, oldest first. |
Invoice Amount |
The invoice's total amount. |
Amount Remaining |
The amount still open on the invoice. |
Dispute Date |
The date of the dispute. |
Invoice Date |
The date of the invoice. |
When no record matches a search or filter, the list shows No Data To Display under the column headings.
Figure 1. The Disputes tab
Dispute details page
The details page opens from an invoice number. Its breadcrumb reads Disputes and Dispute Details. A Timezone toggle at the right offers Local and UTC. Two links lead to related records, Customer and Invoice.
The Dispute Details panel holds Standard Fields. Fields whose names start with Base are in your base currency. Table 3 lists the fields.
Table 3. Standard fields on the dispute details page
Field |
Holds |
|---|---|
Customer |
The customer the invoice is for. |
Company |
The entity the invoice belongs to. |
Invoice |
The invoice number. |
Dispute Date |
The date of the dispute. |
Dispute Amount and Base Dispute Amount |
The disputed amount, in the invoice currency and in your base currency. |
Invoice Amount and Base Invoice Amount |
The invoice amount, in the invoice currency and in your base currency. |
Invoice Amount Remaining and Base Invoice Amount Remaining |
The amount still open, in the invoice currency and in your base currency. |
The page has no Extended Fields group and no Notes section.
Figure 2. The Dispute Details panel on a dispute's details page
Disputes across SmartCustomer
Dispute information shows in several places in SmartCustomer. Table 4 lists them.
Table 4. Dispute information across SmartCustomer
Where |
What you see |
|---|---|
The Disputes tab |
Each disputed invoice and its disputed amount. |
The Invoices tab |
The Disputed Amount column, which shows -- when there is none. |
An invoice's details page |
Disputed Amount and Foreign Disputed Amount, each with a pencil icon. The pencil icons show for roles that can update invoices, such as SuperAdmin. A disputed amount you enter is kept in Auditoria and does not change Workday. |
The Customers tab |
The Active Disputes column. |
The customer page |
Disputes Count in the standard fields. |