Creating Deduction Notes (End User)

Customer financial services representatives, account managers, and customer financial services managers can read and add notes to deduction records.

Note: All users who can view the deduction can see shared notes. Only the creator of the note can see private notes.

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

To create a deduction note

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 Notes view tab.

3. Create a new record.

4. From the Show drop-down filter, select Shared Notes or Private Notes.