Resolving Disputed Transactions

This section discusses how to view and resolve procurement card transaction amount disputes.

Page Name

Definition Name

Usage

Review Disputes Search Page

CC_RECON_SRCH

Enter search criteria for the disputed transaction.

Review Disputes - Procurement Card Transactions Page

CC_TRANS_DISPUTE

View and resolve disputed transactions. The statement lines that appear on this page are lines with a dispute amount where the Credit Collected check box has been cleared.

Review Disputes - Line Comments Page

CC_TRANS_COMNT_SEC

Enter comment text that remains with the associated procurement card transaction dispute.

Expected Credits Page

RUN_POY8020

Run the Expected Credits multiprocess job (POY8020). This process will generate the Expected Credits report (POX8020)

Credit Detail By MCG (Credit Detail By Merchant Category Group) Page

RUN_POY8060

Run the Credit Detail by MCG multiprocess job (POY8060). This process will generate the Credit Detail By MCG report (POX8060)

For information on Reports SeePeopleSoft Purchasing Reports

Use the Review Disputes Search page (CC_RECON_SRCH) to enter search criteria for the disputed transaction.

Navigation:

Purchasing > Procurement Cards > Reconcile > Review Disputes > Review Disputes Search

Dispute Amount

Field or Control

Description

Collected

Select this check box to indicate that you have received the credit for the disputed amount. When you select the Collected check box, the transaction no longer appears on the Dispute page.

Comments

Select to accesses the ProCard Comments page where you can add comments and upload one or more supporting documents for the transaction line. The system displays an error message if you try to load more than the number of attachments specified on the Installation Options - Multiple Attachments Page for Purchasing product.

Dispute Amount

Displays the difference in the amount between your records and the transaction amount. Appears by default from the Reconcile Statement - Procurement Card Transactions page.

Description

Appears by default from the Reconcile Statement - Procurement Card Transactions page, but you can change it here.