Siebel Energy Guide > Credit Management in Siebel Energy > Process of Creating Account Adjustments or Payment Plans in Siebel Energy (End User) >
Viewing Account Adjustment or Payment Plan Request Outcomes (End User)
Typically, the account adjustments and payment arrangement plans are agreed upon in the back office, either manually or through a system. The back-office system then sends the outcome of the customer request to Siebel Energy. This task is a step in Process of Creating Account Adjustments or Payment Plans in Siebel Energy (End User). To view an account adjustment outcome
- Navigate to the Credit Management screen.
- In the Credit Alerts list, click the Alert # of a credit alert record.
- Click the Account Adjustments view tab.
- In the Account Adjustments list, review the credit management system's response to the adjustment request, specifically the Status, Amount Approved, and Approval Description fields.
NOTE: Each adjustment request is accompanied by a single adjustment outcome.
To view a payment arrangement plan outcome
- Navigate to the Credit Management screen.
- In the Credit Alerts list, click the Alert # of a credit alert record.
- Click the Payment Arrangements view tab.
- Scroll down to the Payment Arrangements Outcome form to view the credit management system's response to the adjustment request.
Some of the fields are described in the following table.
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Installment Amount |
Payment amount per installment. This can be either a single payment or multiple installments. |
Interest Charge |
Interest owed on the payment arrangement plan. This is calculated by the back-office system. |
Number of Installments |
Number of installments. This can be either a single payment or multiple installments. |
Plan Type |
Type of payment arrangement plan. |
Status |
Outcome of the payment arrangement plan request. |
Total Amount Due |
Total owed for bill and accrued interest. |
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