Deduction Management Preferences
In the Deduction Management Setup page, set the preferences for Deduction Management.
To set up Deduction Management preferences:
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Go to Deduction Management > Setup > Deduction Management Setup.
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Click Edit.
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In the Deduction and Chargeback Setup page, set the preferences according to the following table:
Section
Preference
Description
Small Balances Write Offs
Enable Small Balances Write Off
Check this box to enable the Small Balances Write Off feature and run the small balances write off script at scheduled intervals.
Note:You should not disable this preference if there is an ongoing small balances write off process.
Small Balances Write Off Type
Select the small balances write off type to use when running the small balances write off schedule script.
Email Notification
Check this box to send email notification to recipients after every successful run of the small balances write off script.
Email Template
Select the template for email notifications. For more information, read Creating New Email Templates.
Email Sender
Select the employee whose email address you must use for sending the email notifications.
Email Recipients
Enter the email addresses of the recipients. A comma must separate the email addresses.
You can add up to 10 email addresses.
Credit Memo Note
Enter the default credit memo note to display in the credit memo generated from small balances write off.
Saved Search (Invoices)
Select the saved search that the small balances write off scheduled script uses for querying eligible invoices.
Invoice Date Range
Enter the number of days between the current date and the earliest date when the user can retrieve applicable invoices. Enter a number between 1 and 999.
Credit Memo Form
Select the form to use when a creating credit memo.
Deduction Management
Enable Deduction Management
Check the box to create deduction credit memos and chargeback invoices.
Note:You should not disable this preference if there is an ongoing deduction management process.
Default Deduction Management Type
The deduction type you select in this list is the default deduction type selection in the Deductions and Chargebacks subtab of the Payment page.
Default Chargeback Type
The chargeback type you select in this list is the default chargeback type selection in the Deductions and Chargebacks subtab of the Payment page.
Invoice Form
Select the invoice form to use when creating a chargeback invoice.
Additional Notes
Enter the default note to display in the credit memo generated from deduction management. If you create a chargeback, the same note also displays in the chargeback invoice.
Credit Memo Form
Select the credit memo form to use when creating credit memo using the Deductions and Chargebacks feature.