Key tasks: Credit card expense disputes [AX 2012]

Updated: May 5, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

There may be times when you incur a credit card expense, and the transaction that appears on the credit card statement is incorrect. If this scenario occurs, first contact the merchant where the expense was incurred. However, if you cannot resolve the issue by contacting the merchant, you can create a credit card expense dispute. This dispute is then sent to the credit card institution.

You can assign another worker as a delegate to submit a credit card expense dispute on your behalf. For more information, see Add delegates.

You can create a dispute record for a credit card transaction on an expense report. Create disputes only when the issue is with the credit card company, not with the merchant where the purchase was made.

The Credit Card Transactions Dispute Wizard guides you through the steps to create a dispute record for a credit card transaction on an expense report.

NoteNote

Depending on your role or the privileges that are assigned to you, you might need to go to your Employee services site before you complete the procedures in this topic.

  1. Click Employee Services > Manage Disputes on the top link bar, and then click Credit card disputes on the Quick Launch.

  2. On the Credit card disputes page, on the Action Pane, on the Credit card dispute tab, in the New group, click Submit a dispute.

  3. On page 1 of the Credit Card Dispute Transaction Wizard, view the frequently asked questions about transaction disputes, and then click Next.

  4. On page 2, select the credit card number that is associated with the expense report transaction that you want to dispute, select a date range for the transaction, and then click Next.

  5. On page 3, select the Dispute check box that corresponds to the transaction that you want to dispute, and then click Next.

  6. On page 4, select the transaction that you want to dispute, select a reason code, and enter information about the transaction. If you are disputing multiple transactions, select a dispute reason code for each transaction. Click Next.

  7. Enter the required information for the reason code that you selected.

    Dispute reason

    Required information

    Merchandise or services not received

    Date of order

    Canceled merchandise

    • Date of order

    • Date of cancellation

    • Method of cancellation

    Returned merchandise

    • Return method

    • Date of return

    • Return address

    Difference in amount

    • Expected amount

    • Expected amount currency

  8. On page 5, view the list of disputed transactions, and verify that the information is correct. Click Submit to submit your dispute for review, or click Previous to make changes to the dispute information.

  9. On page 6, print the dispute letter that you mail to the credit card company.

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You can modify the information in a credit card expense dispute or add additional documents at any time before the dispute is submitted for review.

  1. Click Employee Services > Manage Disputes on the top link bar, and then click Credit card disputes on the Quick Launch.

  2. Select the credit card dispute that you want to modify, and then on the Action Pane, on the Credit card dispute tab, in the Maintain group, click Edit.

  3. Enter the changes that you want to make, and then click OK to save and close your changes, or click Submit to submit the dispute for review.

    NoteNote

    You attach documents to the dispute record or remove attached documents by clicking the Manage attached documents link.

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Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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