Creating and Editing Deductions

The procedure for resolving deductions begins by creating a detailed deduction record.

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

To add or edit a deduction record

1. Navigate to the Administration - Data screen, then the Deductions view.

2. Create a new record, or query to find and select the record that you want to edit.

3. Enter values for or edit the fields as required.

   The following table describes some fields.

Field	Comments
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 The original deduction record is split into two deduction records and is no longer active.
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.