Attach the correct documents for a successful dispute
When is a deduction ready to dispute?
When disputing a deduction, remember that you are essentially going to court to prove why the deduction was invalid and should be paid back. Like in court, you must present sufficient evidence to prove your case.
For any given dispute type (i.e. - Shortage, Pickup Allowance, List Cost, ORAD - Late Shipment etc.), certain types of documents can help prove why you should be repaid. The Revenue Recovery Deductions app highlights the most common types of proof documentation that are required for each deduction code.
When viewing the documents attached to a deduction, certain document types are marked as recommended or required.
If a recommended or required document is not currently associated with the deduction, an alert will be displayed.
Once you have added all recommended and required document types, then dispute away!
Below is a list of dispute types with Required and Recommended document attachments:
Dispute Type | Required Documents | Recommended Documents |
SH - Shortage | Invoice, Shipping Document | N/A |
PU - Pickup Allowance | N/A | Invoice |
LC - List Cost | Invoice, Buyer Approval, Support (for cost change) |
|
OI - Off Invoice | Invoice, Contract | N/A |
CV - CRV Repays | N/A | Proof of Delivery |
ORAD - Late Shipment | N/A | Proof of Delivery |
ORAD - Case Fill Rate | N/A | Proof of Delivery |
ORAD - Pallet Issue | Invoice, Shipping Document | N/A |
Things to remember:
All required documents are need for the dispute case to be created in Lavante.
A deduction can still be disputed even if a recommended document is not available. SPS Commerce's recommendations are based on the most commonly required documents for disputing a given deduction type. In some scenarios you might not need everything that is recommended, and there could also occasionally be additional documentation needed.
There are less common deduction types that may not have recommendations in SPS Commerce.
Recommendations are based on the document type that is assigned to the document. SPS COmmerce's recommendations do not consider the content of the specific file itself. Content of the file must be sufficient to prove the deduction was invalid (i.e. - if a document is tagged as a Proof of Delivery but is not stamped by the DC, it will still likely lead to a rejected dispute).
Be sure the checkbox beside each recommended document is checked in order for the document to be sent with the dispute.