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

1. Navigate to the Settlements screen, then the Deduction List view.
2. 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.
3. 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.