Table 35. Select Fields in Deduction Records
Field
|
Comments
|
Account
|
The account that submitted the deduction.
|
Account Team
|
This field is automatically populated with the members of the account team when a deduction is created for that account, if a team has previously been created for that account. Deductions are visible to all account team members, and can be resolved by all account team members.
|
Amount
|
The amount the customer deducted from the invoice total.
|
Assigned To
|
The individual employee to which the deduction is assigned. However, the deduction is visible to all account team members.
|
Chargeback
|
The amount of the deduction you reject. The amount you enter in this field can be less than, or equal to, the Deduction Amount, but it cannot exceed the Deduction Amount.
|
Credit Memo
|
Sum of amounts resolved in deduction Credit Memo.
|
Debit memo
|
Debit memos are documents from the customer explaining why they are not sending the total invoice payment. The number is entered manually into the deductions record.
|
Deduction ID
|
A unique number or code that identifies a deduction.
|
New
|
A mark in this column indicates that this is a new deduction record, and is visible to the entire account team.
|
Parent Id
|
The Deduction Id of the original deduction. This field is populated in child deduction records created as the result of a deduction split.
|
Priority
|
The level of urgency with which the deduction should be resolved. The values are Very High, High, Medium, and Low.
|
Reason
|
The reason given for the deduction. The list of reasons is dynamically determined by the Type value.
|
Status
|
Indicates the current status of a deduction. The values are:
- Open. No part or the deduction has been resolved
- In Progress. A portion of the deduction has been resolved
- Closed. The deduction is completely resolved
- Inactive. The original deduction record has been split into two deduction records and is no longer active.
|
Status Date
|
The date the status last changed.
|
Total Remaining
|
The amount of the deduction that still needs to be resolved.
|
Total Resolved
|
Sum of trade funds, credit memos, write-offs, and chargebacks.
|
Trade Amount
|
Sum of amounts resolved by Payments for promotion-related deductions in the Resolution tab.
|
Type
|
Types of deductions.
|
