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Siebel Consumer Sector Guide > Deductions > End-User Procedures >

Reviewing Deductions

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End users can review, query, sort and reassign all deductions assigned to them or to the account team.

To review deductions

Navigate to the Deductions screen.
From the Show drop-down list, select one of the filters:
My Deductions. Displays all deductions for accounts to which the user is an assigned team member (primary or not).
My Team's Deductions. This view is visible only to users with direct reports, for example, a customer financial services manager. If the manager's direct reports (or their subordinates) have deductions assigned to them, these deductions are displayed here.
All Deductions. Displays all deductions within the user's organization.
All Deductions Across Organizations. Displays all deductions across all organizations within the Siebel database.
Select a deduction record, and choose any of the available view tabs to review or add details to the deduction.

NOTE:  Only users with administrator privileges can attach literature to a deduction using the literature view tab.

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