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

Creating Deduction Activities

Key account managers and customer financial services representatives and managers can view and create activities related to deductions. For example, a customer financial services representative receives a deduction for an invoice pricing error. The customer financial services representative creates an activity for the orders department to verify the invoicing error. An employee in the orders department completes the activity. When the activity has been completed, the customer financial services representative can resolve the deduction.

To create deduction activities

1. Navigate to the Deductions screen > Deduction List view.
2. Drill down on the ID field hyperlink for a selected deduction, and click on the Activities view tab.
3. In the Activities list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Created	Date and time the activity is created.
   Type	Classification of the activity. LOV Type: TODO_TYPE
   Description	Description of the activity.
   Due	Date due.
   Assigned To	Individual responsible for the activity.
   Priority	High, Medium, or Low. LOV Type: DEDUCTION_PRIORITY
   Status	Status of the activity. LOV Type: EVENT_STATUS