Learn about the features and functionality of the job details page, including uploading, replacing, and downloading documents, viewing job activity, results, and conflicts, and dispute.
The job details page is where you accomplish everything for a specific job, including uploading and replacing documents, viewing activity and the results of the matching process. It is also where you manage the recovery process and document notes about a job. It's important that you are familiar with all of the features of this page.
To view the job details page, click Jobs in the left navigation and click the row of any active job.
The job details page displays useful information about the job, including the invoice total, the discrepancy, if there is one, the invoice and baseline documents associated with the job, and more. The page contains three tabs: Overview, Results, and Activity.
This overview tab shows you the job invoice and all baseline documents associated with the job. You can download or upload a new version of the invoice and baseline documents here. You can also add additional baseline documents by clicking the (+) Add button in the baseline section.
Also on the Overview tab is the Job info section, which by default is collapsed. This section includes useful at-a-glance information about the job that was extracted from the job documents. to view this information, click the Job info section to expand it.
This results tab shows you the result of the matching process. If everything matches, you will see green checkmarks beside each line and there will be no discrepancy. If something does not match, each conflict will be highlighted in red and the total discrepancy will be shown.
The activity tab shows all activity for the job, including when the job was created, any conflicts and associated notes, resolution steps, and more.
There are four job statuses: Matching, Conflict, Dispute, and Completed. The first three are statuses assigned to "Active jobs". Completed jobs are those that were either successfully matched or designated by a user as completed. Please read the below descriptions for each status.
Matching in progress
When a job has the "Matching" status much of the job details page will be unpopulated and greyed out. Depending on the number of documents and complexity, the matching process may take up to 24-hours to complete.
When matching is complete and no conflicts are detected, the status will change to "Completed". You can view the Results tab to see the itemized matching result.
When a discrepancy is found during the matching process the job status changes to "Conflict." When this occurs you're prompted to review the conflict and have the option to skip that step. In some instances, notes will be included that identify specific discrepancies within documents.
Clicking "Review conflicts" takes you to the Results tab, which shows an itemized list of the discrepancies, which are highlighted in red. In most instances, resolving a conflict will require uploading new, correct versions of documents. If you choose to, you can mark the job complete without resolving the conflicts. Otherwise, you will start the recovery process.
Jobs in dispute status are in the process of having conflicts resolved. This may require contacting your supplier to issue new baseline documents, such as a quote or bill of lading. Changing a job's status to "Dispute" enables you and your team to easily identify jobs where conflicts exist but an action to resolve them has already been taken.
Once a job is in Dispute status, there are several ways it can be marked as "Completed".
If you have resolved the conflict with the supplier and the full amount of the discrepancy has been recovered, you can indicate this while marking the job as complete. When you do, you'll be prompted to upload the correct documentation (optional), which will be run through the matching process for verification. If you choose not to upload the correct documentation, the job will be marked as complete with no discrepancy, but the documentation for your job will not match.
If you recovered a different amount from your supplier, choose that option and enter the recovered amount. You'll be prompted to upload the correct documentation (optional), which will be run through the matching process for verification, and to record notes about the recovery.
If you were unable to recover anything from your supplier, choose that option, and follow the steps.