Creating Dispute Cases during Clearing of Open Items 

Use

When you clear open items and simultaneously create residual items, you can create dispute cases for the resulting residual items.

Prerequisites

The open item to be cleared has not been included in a dispute case as a disputed object.

In other cases, the new residual item is removed from the existing dispute case using the same procedure. You recognize this situation from the title of the dialog box: Split instead of Create. For more information about splitting dispute cases, see Effects of Clearing on Dispute Cases.

Procedure

       1.      Start the clearing transaction (for example, incoming payment, transfer posting) as usual, select the open items to be cleared, and on the tab page Residual Items, create the required residual items (there may be several for one item selected).

       2.      Choose Create Dispute Case.

       3.      The subsequent dialog is dependent on the number of residual items created:

                            a.      If you have created one residual item, the detail screen for creating dispute cases appears. Enter the required data and choose Continue.

                            b.      If you have created several residual items, a list of dispute cases appears. You can enter the required data in this list and, if necessary, make additional entries on the corresponding detail screen.
When you select an item the data is transferred.
Choose Continue if you have entered all of the data.

       4.      You can repeat the activities under 3. at any time. If you want to reset the data you have entered to the proposal values, deselect the dispute case concerned (or select Do Not Create Dispute Case on the detail screen in the case of 3.a.) and call up the dialog screen again.

       5.      The dispute cases are created when you post the clearing.