Manage Deductions

As account managers, you can create deductions for trade activity expenses and resolve the deductions with the fund allocations.

Here's how you can work with deductions:

• Deduction creation

• Deduction resolution

Deduction Creation

As an account manager, you can create deductions if you use the new budget and fund model. For MDF, your partner sales manager, partner sales administrator, and salesperson can create a deduction.

1. Select the Deductions icon from the springboard.

2. Select Create and select the mandatory details such as account, reason code and currency from the drop-down lists.

3. Click Save and Close to save it or Save and Continue to continue editing the created deduction.

   After clicking Save and Continue, you will be navigated to the Deductions Summary page where you can view the details and add attachments.

A deduction can be in the draft, submitted, in progress, resolved, closed or withdrawn status. On creation, the deduction is in the draft status and you can delete a deduction only in a draft status. When you submit the deduction, you can resolve a deduction resolution. When the deduction amount is equal to the sum of all resolution amounts in the Approved status, the status of the deduction is changed to resolved.

Deduction Resolution

After you submit a deduction, the deduction is open for a resolution. A deduction can have multiple resolutions. You can choose from the four deduction resolution types:

• Funded Payment: Pay the deduction amount to the customers from an existing fund allocations.

• Unfunded Payment: Pay the deduction amount from outside the existing fund allocations but was approved as a valid expense.

• Charge back: Reject the portion of the deduction amount.

• Write-Off: This portion of the deduction amount isn't sourced from any existing fund allocations.

1. Sign in as the account manager. Navigate to an open deduction.

   An open deduction is a deduction that's in the submitted or in-progress status.

2. Click the resolutions subtab.

3. Click Create and enter values for fields such as amount and resolution type and click Save and Close.

4. On the Resolutions section, select the resolution you created and make updates, if any.

   If you select funded payment as the resolution type, you must select an MDF Request from the drop-down list.

5. Click Submit.

   Funded payment resolution is backed by the MDF Claim object in Oracle CX Sales Partner Relationship Management for Channel Managers. The status and approval of funded payment resolutions is determined by the status and approval of the underlying MDF claim record.

You must approve a deduction resolution to set the deduction to resolved. You can create your own approval flow or perform the following steps for an OOTB approval:

1. Click the deductions icon and click the deduction record to edit.

2. Select the Resolution record from the Resolution subtab and click Actions > Approve to change the status to Approved.

   When the deduction amount is equal to the sum of all approved resolution amounts, the deduction status changes to resolved.

3. Select Submit and Save.