Siebel Consumer Goods Guide > Deductions >

Creating and Editing Deductions

The procedure for resolving deductions begins by creating a detailed deduction record.

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

To add or edit deduction records

  1. Navigate to the Administration - Data screen > Deductions view.
  2. Create a new record, or query to find the record you need to edit, and then select it.
  3. Fill in or edit the fields as required.

    Some fields are described in the following table.



    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.


    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.

    Charge Back

    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 against credit memos.

    Date Received

    The date the deduction was received by your company.

    Debit memo

    Debit memos are documents from the customer explaining why they are not sending the total invoice payment.


    A unique number or code that identifies a deduction.


    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.


    The level of urgency with which the deduction should be resolved. The values are Very High, High, Medium, and Low.


    The reason given for the deduction. The list of reasons is dynamically determined by the Type value.


    The location of the account from which the deduction was submitted.


    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.
    • Resolved. When the total amount resolved is equal to the deduction amount.
    • Closed. The Deduction has been successfully processed.
    • 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.


    The amount of the deduction that still needs to be resolved.

    Total Resolved

    Sum of trade funds, credit memos, write-offs, and chargebacks.


    Type of deductions.

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