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

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, and select a deduction record.
  2. Click the Activities tab, add a new record, and fill in the fields as required.

Some of the fields on the Activities tab are described in Table 37.

Table 37. Some Fields on the Activities Tab
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


 Siebel Consumer Sector Guide 
 Published: 18 April 2003