Siebel Consumer Goods Guide > Deductions and Claims >

Creating Deduction Activities (End User)

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. After activity completion, the customer financial services representative can resolve the deduction.

This task is a step in Process of Managing Account Promotion Deductions.

To create a deduction activity

1. Navigate to the Settlements screen, then the Deduction List view.
2. Drill down on the ID field hyperlink for a deduction, and click the Activities view tab.
3. In the Activities list, create a new record, and complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Created	The date and time you create the activity.
   Type	The classification of the activity.
   Due	The date by which the activity must be completed.
   Assigned To	The person who is responsible for completing the activity.
   Priority	The priority of the activity.
   Status	The status of the activity.
   Description	A description of the activity.