Siebel Energy Guide > Credit Management in Siebel Energy > Process of Creating Account Adjustments or Payment Plans in Siebel Energy (End User) >
Recording Customer Decisions About Account Adjustments or Payment Plans (End User)
End users can record the customer's decision about the outcome. This task is a step in Process of Creating Account Adjustments or Payment Plans in Siebel Energy (End User). To record the customer's decision about 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, enter information in the Customer Decision and Customer Decision Date fields.
NOTE: If your company's policy does not require a customer decision regarding an account adjustment outcome, the customer decision fields may not appear in Siebel Energy.
- If the customer rejects the outcome, discuss the options again and submit another request.
To record the customer's decision about a payment arrangement 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 and enter information in the Customer Decision and Customer Decision Date fields.
NOTE: If your company's policy does not require a customer decision regarding an account adjustment outcome, the customer decision fields may not appear in Siebel Energy.
- If the customer rejects the outcome, discuss the options again and submit another request.
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