AP - How to Reverse Claims against Supplier

AP - How to Reverse Claims against Supplier


AP - How to Reverse Claims against Supplier


NOTE 1: Sometimes for some reason, invoices/credits appear as Claims against the Supplier & aren’t able to be picked up or anything on the account. The only way to fix this is to reverse the claim by following the below steps.


NOTE 2: Also this is how I think it works, wrote this guide up a couple of months after Howard explained it & I had lost my notes.


  1. To check if we have any claims made against Suppliers, go to Claim Revision (AP T046). 


Or find it by going Accounts Payable – Supplier Transactions – Approve/Auth Supplier Invoices – Claim Revision



  1. The following screen appears.



  1. Just Enter/Tab through twice to get to the screen that shows all current claims in the system. Click on either Revise Claim or Pay Not Approved (can’t remember)



  1. The way to reverse them, is to go to either Invoice Authorisation (if you have done Revise Claim I think) or Payment Approval (if you have done Pay Not Approved


Or find it by going Accounts Payable – Supplier Transactions – Approve/Auth Supplier Invoices – Invoice Authorisation or Payment Approval


        


  1. Select Invoice Authorisation or Payment Approval and put in the Transaction Date. Then put in the Account you are needing to reverse the claim from. Then Press OK or Enter through.



  1. This should bring up the Claim Raised



  1. To release/reverse this claim, select the Claim Raised one & click on Release Payment





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