1. Consumer Goods Guide
  2. Resolving HQ Deductions

Resolving HQ Deductions

For deductions of the HQ type, you can use one or more of the following methods:

  • Applying credit memos

  • Writing off all or part of a deduction

  • Issuing chargebacks

The views for credit memos, chargebacks, and write-offs contain Document # and Issue Date fields. The Document # field contains the payment number as issued by the financial application (for example, a check number or credit memo number). The Issue Date field contains the date on which the financial document was issued for payment.

Note: Credit memos that you create as part of the deduction resolution process are not available in the Memo ID picklist, and are not available in the Credit Memos view of the Administration - Data screen. The Credit Memo ID field is not required, but after it is populated, the field becomes read-only.

To resolve a HQ deduction

  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 Resolution view tab.

  3. If applicable, apply a Credit Memo by performing the following steps:

    1. In the Resolutions link bar, click the Credit Memo link, and create a new record and complete the fields.

    2. (Optional) To apply an existing credit memo, click the select button in the Memo ID field, select a credit memo from the drop-down list, click OK, and enter the payment amount in the Amount field.

    3. In the Status field, choose Requested. After the payment has been approved, change the status to Submitted. For information about approving or rejecting payments, see Approving or Rejecting Payments.

  4. If applicable, write off all or part of the deduction by performing the following steps:

    1. In the Resolutions link bar, click the Write Off link, and create a new record.

    2. Click Menu, and select Submit or Submit All.

  5. To reject part or all of the deduction, issue a chargeback by performing the following steps:

    1. In the Resolutions link bar, click the Chargeback link, and create a new record.

    2. Click Menu, and select Submit or Submit All.

      The information that you enter can be exported to your company’s back-office system. A member of the accounts receivable department can use this information to write a letter to the customer requesting payment of the chargeback amount.