Deductions

Use Deductions to review credit memo records, their applied amounts, and their tracking deadlines. Records come from your organization's connected credit memo data. Open the panel from the Browse group in the right sidebar. The panel requires the financials permission.

Browsing the lifecycle tabs

Five tabs run across the top:

• Overview: every deduction, in any state.
• At Risk: pending deductions whose filing deadline is within 7 days or whose forfeit deadline is within 14 days. This tab is always sorted by soonest deadline, regardless of the Sort dropdown.
• Pending: open credits without applied amounts.
• Filed: partially applied credits.
• Received: fully applied or paid credits. Receipt information shows in green.

There is no Forfeited tab. Forfeited deductions appear only under Overview. This status reflects cancelled or voided source records; passing a deadline does not automatically change a record to Forfeited.

Each card shows the item or credit description, manufacturer, type, and status. It also shows the amount, per-unit calculation, and purchase date. Pending cards show a filing countdown. Other cards show received and claimed amounts. Search matches credit memo numbers. Sort (Most Recent, Oldest, Highest Amount) and Filter (dimensions plus a date range) narrow the list. Filters and lifecycle tabs apply to the full result set, including records beyond the loaded cards.

Reading a deduction

Click a card to open the detail view. The detail view is read-only. There is no UI to change status, file the deduction, or add notes.

The detail shows the amount, status, item, manufacturer, and calculation. History shows purchase and available filing dates. Pending credits also show the filing deadline. The source credit total may appear as one unit at the full credit amount. Use Copy link in the header to share the selected record. The View Transaction button in the footer opens the flow diagram for the originating PO, when the deduction has a linked PO.

Filing deadline and forfeit countdown

Two dates help prioritize pending credits. River calculates both tracking dates from the credit's transaction date:

• Filing deadline: credit date + 60 days. Pending credits at or past this date remain visible in At Risk.
• Forfeit date: credit date + 90 days. This is a tracking cutoff, not an automatic status change or confirmation that a credit is lost.

These calculations use fixed 60- and 90-day offsets; verify the applicable terms in your source workflow before acting. Countdown values are calculated when the record renders and do not tick continuously. Reload the page to refresh them.

To triage, open At Risk. Search or filter for the credit you need. Open its detail. Select View Transaction to investigate the linked record. Complete filing or corrections in your source workflow; this panel is read-only. For vendor credit records, see Rebate Tracking.