Siebel Consumer Goods Guide > Deductions >

Creating Deduction Notes (End User)

Customer financial services representatives, key account managers, and customer financial services managers can read and add notes to deduction records.

NOTE:  Shared notes are visible to all users who have visibility to the deduction. Private notes are visible only to the creator of the note.

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

To create deduction notes

  1. Navigate to the Deductions screen > Deduction List view.
  2. Drill down on the ID field hyperlink for a selected deduction, and click the Notes view tab.
  3. Create a new record.
  4. From the Show drop-down filter, select Shared Notes or Private Notes.
Siebel Consumer Goods Guide