First, ensure that deduction reasons are tied to GL items (more info here)
Next, ensure you've customized deduction handling (add additional status, split requirements, visible fields, etc) (more info here)
To view and manage all deduction lines use the steps below:
Select Deductions on the left hand nav
Here, you'll see all deduction lines
Note:
Select Filters to drill into specific retailers, periods, etc
Select Columns to adjust the information displayed in the table
Navigate to the deduction line and select the View [->] and this will expand the line
One the left hand side will be the Backup (if available) and the associated check
On the right hand side there will be four modules
Deduction Details:
Review and adjust any necessary fields
Note: to modify the reason you'll need GL access
Promotion Details:
Here you can link the associated promotions (if applicable)
Note:
Confido will automatically link promotions based on a confidence threshold
If the promo does not exist or variables are incorrect you can easily match here
Approval:
If workflows are enabled you'll see the approval status here, otherwise you can assign a user to approve
To add approval workflows click here
Comments:
If there are outstanding notes or questions on the deduction you can leave comments and tag users for a response
Once the deduction has gone through the assigned workflows it can be moved to Complete or Dispute
If filed as a Dispute you can file directly for KeHe, UNFI, Target, and Walmart
Otherwise continue to use the Confido status' to accurately track where it is in the process
To learn more about navigating deduction lines from the Cash Application view click here
