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Creating Deduction Attachments (End User)


Employees in the customer financial services department and account managers can view and attach documents to deductions.

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

To create a deduction attachment

  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 Attachments view tab.
  3. Create a new record, and complete the necessary fields.
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