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Example Process Flow for Deductions

This is an example process flow performed by customer financial service representatives, customer financial service representative managers and key account managers. Your company may follow a different process flow, according to its business requirements.

Administrator Procedures

To manage deductions, customer financial service representatives, customer financial service representative managers, or other personnel with administrative privileges complete the following tasks:

• Adding and Editing Deductions
• Adding Literature to Deductions
• Splitting Deductions
• Associating and Modifying Invoices
• Creating Credit Memos
• Analyzing Workloads
• Creating Activity Templates

End-User Procedures

To resolve deductions, key account managers, customer financial service representatives, and customer financial services managers complete the following tasks:

• Reviewing Deductions
• Viewing Account Deductions
• Creating Deduction Activities
• Creating Deduction Activity Plans
• Associating and Modifying Invoices
• Creating Deduction Attachments
• Creating Deduction Notes.
• Reviewing Account Credit Memos
• Reviewing Deduction Literature
• Resolving Deductions
• Analyzing Deductions
• Analyzing Workloads