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Creating Deduction Activities (End User)

Key account managers and customer financial services representatives and managers can view and create activities related to deductions. For example, a customer financial services representative receives a deduction for an invoice pricing error. The customer financial services representative creates an activity for the orders department to verify the invoicing error. An employee in the orders department completes the activity. When the activity has been completed, the customer financial services representative can resolve the deduction.

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

To create deduction activities

  1. Navigate to the Deductions screen > Deduction List view.
  2. Drill down on the ID field hyperlink for a selected deduction, and click the Activities view tab.
  3. In the Activities list, create a new record, and complete the necessary fields.

    Some fields are described in the following table.



    The date and time on which the activity was created.


    The classification of the activity.


    A description of the activity.


    The date on which the activity is due to be completed.

    Assigned To

    The person responsible for completing the activity.


    The priority of the activity.


    The status of the activity.

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