C-05-02 Dispute a Claim

Who: Verification
Why: Until the Claim is verified, the Supplier cannot submit an Invoice.
When: When the Supplier has completed work on an Order and submits a Claim for payment, the person in the Verification role checks the claim. The following procedure describes how to dispute the Claim if not all items are acceptable. See the user guide Verify a Claim if all items are acceptable.
Related topics
Procedure
The following procedure describes how to dispute the Claim if not all items are acceptable. See the user guide Dispute a Claim if all items are acceptable.
  1. On the ConSol menu, select Worklist > All.
    The My Worklist Summary appears.
    • NOTE: Other methods to find the required Order include using the Search Order or Find Order functions (see user guide Find/Modify/Export Order Details) and using the My Work function (see user guide My Work Overview & Search).
  2. Scroll down to the Orders section and click Work Completed – Docket Submitted For Approval.
    NOTE: If there are no orders with dockets submitted (Count is 0), you cannot click on the link.
    • If the Order is part of a Project View, it can also be accessed via the Project View screen (instead of the Worklist). See user guide Find a Project View for details.
  3. Click the Action button next to the Order you wish to process.
    The Verify Claim screen appears. The Items tab is selected with the list of items displayed.
    N1 - Any items on the list that are the result of a new variation are highlighted in pink.
  4. Click each tab on the Order and ensure that all data is correct.
  5. If some items on the list have been satisfactorily verified, click the Accept check box next to each of those Items.
  6. If this is a claim for part payment on the Order, select “Order Continues” from the Continuing Order drop down list. If it is the final Claim (or only Claim) on the Order, select “Order is final”.
    Select “Order continues” if there are further Claims to be made against this order in the future. Once the Invoice is submitted for payment the Order will return to the Supplier's Work in Progress Worklist and they will be able to make additional Claims on the order.
  7. Scroll to the bottom of the Verify Claim screen and click the icon next to Verification Issues.
    The Verification Issues list appears.
  8. A reason must be given for not accepting all items on the Claim.
    1. Either, select one or more reasons from the Verification Issues list;
    2. Or, type the reason for disputing the claim in the Verify Comment field.
    NOTE: You can do both if you wish. (Select from the list and also type a reason.)
  9. Click the Dispute button.
    The Claim is back with the Supplier for them to take further action. The Supplier receives a notification that the Claim has been disputed.
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.