Siebel Consumer Goods Guide > Deductions and Claims >
Reviewing Deductions (End User)
End users can review, query, sort and reassign all deductions assigned to them or to the account team. This task is a step in Process of Managing Account Promotion Deductions. To review a deduction
- Navigate to the Settlements screen, then the Deduction List view.
- From the visibility filter, select one of the following values:
- My Deductions. Displays all deductions for accounts to which the user is an assigned team member (primary or not).
- My Team's Deductions. Displays the deductions for a manager's direct reports (or subordinates). Only users with direct reports, for example, a customer financial services manager, can see this view.
- All Deductions. Displays all deductions in the user's organization.
- All Deductions Across Organizations. Displays all deductions across all organizations in the Siebel database.
- Select a deduction record, and click any of the available view tabs to review or add details to the deduction.
NOTE: Only users with administrator privileges can attach literature to a deduction using the literature view.
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