Siebel Consumer Goods Guide > Deductions >

Reviewing Deductions (End User)

End users can review, query, sort and reassign all deductions assigned to them or to the account team.

This task is a step in Process of Managing Promotions Deductions.

To review deductions

  1. Navigate to the Deductions screen > Deduction List view.
  2. From the visibility filter, select one of the filters:
    • My Deductions. Displays all deductions for accounts to which the user is an assigned team member (primary or not).
    • My Team's Deductions. This view is visible only to users with direct reports, for example, a customer financial services manager. If the manager's direct reports (or their subordinates) have deductions assigned to them, these deductions are displayed here.
    • All Deductions. Displays all deductions within the user's organization.
    • All Deductions Across Organizations. Displays all deductions across all organizations within the Siebel database.
  3. Select a deduction record, and choose any of the available view tabs to review or add details to the deduction.

    NOTE:  Only users with administrator privileges can attach literature to a deduction using the literature view tab.

Siebel Consumer Goods Guide