Intro
To make way for some exciting in app updates for settlement, we are combining our Deductions and Open Invoices page into one solution. We believe this will be a win for both process and visibility all in one spot. Both different groups will now roll into the Deductions page, similar to our Walmart solution.
What Changed and how to Filter
The two separate pages were mostly identical. Filters will be your friend, otherwise metric names have been simplified where necessary.
Dashboard
The Type Filter will allow you to view traditional deduction listed under "Chargeback Invoices" or "Open Invoices" if you choose to view them separately.
Settings
Traditional Deductions under the Auto Disputing and Dispute Defaults will now be labeled as Chargeback Invoice for simplicity which is an all encompassing bucket for Shortages, Pricing, Allowances, and Trade Discounts. Open Invoices will have there own toggle as shown below.
List View Filters
Within the list view Chargeback Type Filter, you can select "Open Invoices" or "Chargeback Invoices" to differentiate between these combined solutions and view one at a time.
Under More Filters you can search specifically for POs that had both an Open Invoice and a Deduction by selecting "Has Multi-Deduction Invoice/PO"
Exports
All exports will maintain previously existing visibility and labeling to maintain filterability within them.
If there are any questions about these changes or how to best use the app, don't hesitate to reach out to Support or your CSM!