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.