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How to send notification to Collector when Credit Memo request (Dispute) is approved

Accepted answer
edited Apr 13, 2024 11:11AM in Receivables & Collections 1 comment

Requirement: Based on communication from customer, Collector send those potentially disputed transactions to DMT (Dispute Management team). Then DMT further takes up that transaction with technical/ product team either to resolve the defects in the delivered product or confirm the dispute on the transaction. When dispute is confirmed, then it is further sent for approval. Once the dispute (Credit Memo request) is approved, credit memo is automatically created but collector don't get any notification about that fact that when the dispute has been approved and credit memo has been created against that transaction.

Basically when Collector sees a potential dispute on the transaction, then that transaction is dealt by DMT. Once dispute is confirmed by DMT then it is sent for approval. But when it is approved, then collector must be notified about that dispute which has been approved and credit memo has been credit on that transaction.

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