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New |
A asterisk (*) in this field indicates that the deduction record is new and visible to the entire account team. |
Id |
A unique number or code that identifies a deduction. |
Account |
The account that submitted the deduction. |
Priority |
The level of urgency for deduction resolution. The values are Low, Medium, High, and Very High. |
Status |
The current status of a deduction. The values are:
- Open. No part or the deduction is resolved.
- In Progress. A portion of the deduction is resolved.
- Resolved. The total amount resolved is equal to the deduction amount.
- Closed. The Deduction is successfully processed.
- Inactive. The original deduction record is split into two deduction records and is no longer active.
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Type |
The type of deduction. |
Reason |
The reason for the deduction. The Type value determines the list of available reasons. |
Amount |
The amount that the customer deducted from the invoice total. |
Remaining |
The amount of the deduction that still needs to be resolved. |
Total Resolved |
The sum of trade funds, credit memos, write-offs, and chargebacks. |
Credit Memo |
The sum of the amounts that are applied to credit memos. |
Charge Back |
The amount of the deduction that you reject. The amount that you enter in this field can be less than, or equal to, the Deduction Amount, but it cannot exceed the Deduction Amount. |
Date Received |
The date your company received the deduction. |
Account Team |
If a team exists for the account, this field is automatically populated with the members of the account team. Deductions are visible to all account team members, and all account team members can resolve deductions. |
Debit memo |
Debit memos are documents from the customer explaining why they are not sending the total invoice payment. |
Parent ID |
The Deduction ID of the original deduction. This field is populated in child deduction records that are created as the result of a deduction split. |
Site |
The location of the account for the deduction. |
Status Date |
The date the status last changed. |
Assigned To |
The individual employee who is assigned to the deduction. However, all account team members can view the deduction. |