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Creating Deduction Activity Plans (End User)

An activity plan is a group of predetermined activities that embody the policies, procedures, and best practices for managing deductions. Customer financial services managers, key account managers, and customer financial services representatives can create activity plans by selecting from predefined templates.

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

To create deduction activity plans

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

   Click the down arrow in the Template field to select a template that includes all the predefined activities recommended for resolving this type of deduction.