Reviewing Deductions (End User)
End users can review, query, sort and reassign all deductions assigned to them or to the account team.
This task is a step in Process of Managing Account Promotion Deductions.
To review a deduction
Navigate to the Settlements screen, then the Deduction List view.
From the visibility filter, select one of the following values:
My Deductions. Displays all deductions for accounts to which the user is an assigned team member (primary or not).
My Team’s Deductions. Displays the deductions for a manager’s direct reports (or subordinates). Only users with direct reports, for example, a customer financial services manager, can see this view.
All Deductions. Displays all deductions in the user’s organization.
All Deductions Across Organizations. Displays all deductions across all organizations in the Siebel database.
Select a deduction record, and click any of the available view tabs to review or add details to the deduction.