Before you start- You can mark any invoice that isn't fully paid as in dispute
- In the Supplier Payment, Customer Receipt and Activity windows the Disputed column shows as 'd' for all items which are in dispute
- You can also set up your own dispute reasons and run reports on the disputed item
- Marking an invoice as disputed does not prevent you from paying the invoice
Flag an invoice as in disputeYou can flag customer and supplier invoices as disputed within the Disputes area of each module. New to Sage 50 Accounts v28.1, you can also choose a dispute reason as you post the initial supplier invoice, saving you time.
Select each option below to find out more: Flag as disputed when you post a batch supplier invoice - v28.1 and above - Click Suppliers then click Batch invoice.
- Enter the invoice details as normal.
- For each disputed row, in the Disputed? column, click the drop-down and choose the dispute reason.
- Click Save then click Close.
Flag as disputed when you update a purchase order - v28.1 and above - Click Purchase orders, then click the order you want to update to the ledgers.
- Click Update ledgers then click Update.
- For each disputed row, in the Disputed? column, click the drop-down and choose the dispute reason.
- Click Save.
Flag as disputed after posting the customer or supplier invoice - Click Suppliers or Customers then click Disputes.
- Click the A/C drop-down list and click the required supplier or customer.
- Click the invoice you want to dispute then click Dispute.
- Click the Reason code drop-down and click the required dispute reason and click OK.
- Click Save then click Close.
Remove the dispute flagThe dispute flag is automatically removed when the invoice is paid. You can also remove the flag within the Disputes area. - Click Suppliers or Customers then click Disputes.
- Click A/C drop-down and click the required supplier or customer.
- Click the invoice you want to remove the dispute flag from then click Dispute.
- Click Save then click Close.
Reporting on invoices with disputesThe following reports are available to help you show what invoices have disputes. | Module | Location | Report | Filename |
|---|
| Customers | Click Customers, click Reports then click Customer invoices. | Customer Invoice Disputes | CSTDISP.report | | Disputed Invoices By Account | CSTDISPR.report | | Disputed Invoices By Reason | CSTDISPA.report | | Suppliers | Click Suppliers, click Reports then click Supplier invoices. | Supplier Invoice Disputes | PL_INDIS.report | | Disputed Invoices By Account | SPLDISPR.report | | Disputed Invoices By Reason | SPLDISPA.report |
[BCB:119:Limitless - 50 Accounts - Customers:ECB]
[BCB:19:UK - Sales message :ECB]
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IMPORTANT: The Dispute option is available in Sage 50 Accounts Professional.