Siebel Consumer Sector Guide > Deductions > Business Scenarios >

Example Workflow for Deductions

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

Administrator Procedures

To manage deductions, Siebel application administrators, marketing administrators, customer financial service representative managers, or other personnel with administrative privileges complete the following tasks.

  1. Add or edit deductions. Administrators may need to add deduction records if the deduction fields are not automatically populated through integration with your company's back office software. For more information, see Adding and Editing Deductions.
  2. Optional: Split deductions. Administrators can split deductions into two separate deductions while retaining the original deduction record. For more information, see Splitting Deductions.
  3. Optional: Add or modify invoices. Administrators may need to add invoices to deduction records if invoice fields are not automatically populated through integration with your company's back office software. For more information, see Associating and Modifying Invoices.
  4. Optional: Add or modify credit memos. For more information, see Creating Credit Memos.
  5. Optional: Create Activity plan templates. For more information, see Applications Administration Guide.

End-User Procedures

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

  1. Optional: Preauthorize deductions. Key account managers can give customers prior approval to take deductions. For more information, see Preauthorizing Deductions.
  2. Review deductions. For more information, see Reviewing Deductions.
  3. Optional: View account deductions. For more information, see Viewing Account Deductions.
  4. Optional: Create deduction activities. For more information, see Creating Deduction Activities.
  5. Optional: Create deduction activity plans. For more information, see Creating Deduction Activity Plans.
  6. Optional: Associate invoices with deductions. For more information, see Associating and Modifying Invoices.
  7. Optional: Add or view attachments to deductions. For more information, see Creating Deduction Attachments.
  8. Optional: Create deduction notes. For more information, see Creating Deduction Notes.
  9. Optional: Review account credit memos. For more information, see Reviewing Account Credit Memos.
  10. Resolve deductions. For more information, see Resolving Deductions.
  11. Optional: Analyze deductions. End users can view charts to analyze and account's deductions. For more information, see Analyzing Deductions.
  12. Optional: Analyze representative workload. This procedure is usually performed by managers, and this view is typically not visible to end users. However, the standard product configuration makes this chart available to an end user. For more information, see Analyzing Workloads.

 Siebel Consumer Sector Guide 
 Published: 18 April 2003