Siebel Consumer Goods Guide > Deductions >
Reviewing Account Credit Memos (End User)
Customer financial services representatives can review all credit memos issued to a an account and payments issued against credit memos.
This task is a step in Process of Managing Promotions Deductions.
To review account credit memos
- Navigate to the Accounts screen > Accounts List view.
- Select the account record for which you want to review credit memos.
- Drill down on the Name field hyperlink, and click the Credit Memos view tab.
- In the Credit Memos list, select the credit memo record for which you want to view payments.
- Scroll down, and click the Credit Memos view tab.
Details about the credit memo appear in the form. Payments made against the selected credit memo appear in the Payments list.