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Creating Deduction Activity Plans (End User)

An activity plan is a group of predetermined activities that embody the policies, procedures, and best practices for managing deductions. Customer financial services managers, account managers, and customer financial services representatives can create activity plans by selecting from predefined templates.

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

To create a deduction activity plan

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 Activity Plans view tab.
3. In the Activity Plans list, create a new record, and complete the necessary fields.
4. In the Template field, select a template that includes all the predefined activities recommended for resolving this type of deduction.