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Split a Deduction Across Multiple Promotions or Fund Types

A single deduction transaction can be split into multiple invoice lines, each resolved independently to a different promotion, fund type, or deduction disposition (clear, write-off, dispute). This is necessary when a deduction covers multiple promotions, product groups at different spend rates, or when part of a deduction is valid and part needs to be disputed.

When To Use This

  • A deduction covers two or more promotions with different line IDs or fund types

  • Part of the deduction is valid (clearable to a promotion) and part should be disputed or written off

  • The backup shows separate line items at different scan rates or for different product groups

  • A lump-sum deduction needs to be broken into individual invoice entries for reconciliation

Prerequisites

  • The deduction transaction must be open (status: "New" or "Open")

  • No feature flag required — available on all tiers

Steps To Split Deductions

Split a Deduction

  1. Navigate to "Business" > "Deduction Reconciliation" and open the deduction transaction.
  2. Scroll to the Invoice Header section. By default, one invoice line is automatically created from the invoice header data.
  3. Click "Add Line" (or the "+" button) to add a new invoice line. You should see a new row appear below the existing line.
  4. Click the edit (pencil) icon on the new line to make it editable.
  5. Enter the following fields for this line:
    • Amount — the dollar amount attributed to this portion of the deduction
    • Product Group — the applicable product group
    • Customer — confirm or update the customer
    • Date — month/year for this line
    • Fund Type — the applicable fund type (if known before matching)
  6. Save the line.
  7. Repeat steps 3–6 for each additional split needed. Ensure the sum of all line amounts equals the total deduction amount.
  8. Resolve each line independently:
    • To clear to a promotion: Select the line → click "Assign Promotion Line" → search or enter the Promotion Line ID → click "Assign and Clear"
    • To write off to a GL: Select the line → click "Resolve Line" → select "Write Off" → choose fund type, enter amount and comment → click "Submit"
    • To flag for dispute or sales review: Select the line → click "Sales Review" or "Dispute"

Note: Any remaining open amount on the transaction will persist until all lines are fully resolved.

Expected Result

  • Each invoice line has its own status (Clear, Write-Off, Dispute, Sales Review, etc.)

  • The parent transaction's open amount decreases as lines are resolved

  • When all lines are fully resolved, the transaction status updates to "Resolved"

  • If one or more lines are still open (e.g., in Dispute), the transaction shows "Needs Attention"

Troubleshooting

Problem: Deduction Shows "Needs Attention" Instead Of "Resolved" After Splitting

Likely cause: One or more invoice lines have not been resolved.

Fix: Open the transaction and review all lines. Identify any in "Open," "Sales Review," or "Dispute" status and resolve them.

Problem: The Total Amount Across Invoice Lines Does Not Match The Deduction Total

Likely cause: Line amounts were entered incorrectly.

Fix: Edit each line to adjust the amount. The sum of all lines should equal the original deduction amount.

Problem: Fund Type Auto-Populates With The Wrong Type After Assigning A Promotion

Likely cause: The system inherits the fund type from the matched promotion line.

Fix: Void the resolution and re-match to the correct promotion line with the right fund type.