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

Resolving Deductions

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When key account managers and customer financial services representatives finish researching a deduction, they choose from different methods for resolving deductions. The methods available for resolving deductions depend on the deduction type, either Promotion or HQ.

The steps the user takes to resolve the deduction are reflected in the Totals row at the bottom of the Deduction Resolution list view, and in summary fields of the Deductions form. With each fund payment, credit memo, chargeback, or write-off submitted, the figures displayed in the respective summary fields and the Total Resolved field are updated, and the figure in the Remaining field is reduced. To completely resolve the deduction, the amount in the Total Remaining field must be reduced to $0.00.

Resolving Promotion Deductions

For deductions of type Promotion, any combination of the following methods can be used:

Applying trade funds
Writing off all or part of a deduction
Issuing chargebacks

To resolve Promotion deductions

Navigate to the Deductions screen, and select the deduction record to resolve.
Click the Resolutions view tab, or drill down on the Deduction ID field.
Apply trade funds, if appropriate.
Select the Payments filter from the Show drop-down list, and add a new record.
Click the select button in the Deal ID field, and select a deal from the Deal picklist. Click the Edit button to edit the record. Enter the payment amount you are approving in the New Payment field, and click Save to save the new payment amount. Click OK to leave the Pick Allocation dialog box.

A new payment record is generated.

NOTE:  To determine the activity against deals, refer to the Estimate Amount, Payments Paid, Payments Submitted, and Payments Pending fields in the Pick Allocation dialog box.

Repeat Step a through Step b for each payment you want to create for the deduction.
Submit payments:
Click Submit to submit an individual payment record.
From the menu, choose Submit All to submit all payments records in the Payments list.
Write off all or part of a deduction, if appropriate.
Select the Write Off filter from the Show drop-down list, add a new record, and complete the fields as required.
Click Submit or choose Submit All from the menu.
To reject part or all of the deduction, issue a chargeback.
Select the Chargeback filter from the Show drop-down list, add a new record, and complete the fields as required.
Click Submit or Submit All.

The information you entered can be exported to your company's back office information system. A member of the accounts receivable department can use this information to write a letter to the customer requesting payment of the chargeback amount.

Resolving HQ Deductions

For deductions of type HQ, one or many of the following methods can be used:

Applying credit memos
Writing off all or part of a deduction
Issuing chargebacks

To resolve HQ deductions

Navigate to the Deductions screen, and select the deduction record to resolve.
Click the Resolutions view tab.
Apply a Credit Memo, if appropriate.
Select the Credit Memo filter from the Show drop-down list, and click New to add a record.
Click the down arrow in the Credit Memo Id field, and select a credit memo. Click the Edit button to edit the record. Enter an amount in the New Amount field, and click Save to save the new amount. Click OK to leave the Pick Allocation dialog box.
Click Submit or choose Submit All from the menu.
Write off all or part of a deduction, if appropriate.
Select the Write Off filter from the Show drop-down list, add a new record, and complete the fields as required.
Click Submit or choose Submit All from the menu.
To reject part or all of the deduction, issue a chargeback:
Select the Chargeback filter from the Show drop-down list, add a new record, and complete the fields as required.
Click Submit or choose Submit All from the menu.

The information you entered can be exported to your company's back office information system. A member of the accounts receivable department can use this information to write a letter to the customer requesting payment of the chargeback amount.

Analyzing Deductions

Key account managers, customer financial services representatives, and their managers can use various chart views to analyze deductions for an account.

To analyze an account's deductions

Navigate to the Deductions screen and perform a query for the account you need to analyze.
Click the Chart view tab.
Use the drop-down list to select the type of chart you wish to view.

Available charts include Deduction Aging Analysis, Deduction Status and Priority, and Deduction Account and Type Analysis.

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