Key tasks: Credit card expense disputes
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
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.
What do you want to do?
Create a credit card expense dispute
Modify a credit card expense dispute
Create a credit card expense dispute
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.
Note
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.
Click Employee Services > Manage Disputes on the top link bar, and then click Credit card disputes on the Quick Launch.
On the Credit card disputes page, on the Action Pane, on the Credit card dispute tab, in the New group, click Submit a dispute.
On page 1 of the Credit Card Dispute Transaction Wizard, view the frequently asked questions about transaction disputes, and then click Next.
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.
On page 3, select the Dispute check box that corresponds to the transaction that you want to dispute, and then click Next.
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.
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
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.
On page 6, print the dispute letter that you mail to the credit card company.
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Modify a credit card expense dispute
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.
Click Employee Services > Manage Disputes on the top link bar, and then click Credit card disputes on the Quick Launch.
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.
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.
Note
You attach documents to the dispute record or remove attached documents by clicking the Manage attached documents link.
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