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

Typically, the account adjustments and payment arrangement plans are agreed upon in the back office, either manually or through a back-office application. The back-office application 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).

Viewing Outcomes of Account Adjustment Requests

To view the outcome of an account adjustment request, follow this procedure.

To view an account adjustment outcome

1. Navigate to the Credit Management screen, then the Credit Alert List view.
2. Drill down on the alert number of the credit alert.
3. Click the Account Adjustments view tab.
4. In the Account Adjustments list, review the response of the credit management application to the adjustment request, specifically the Status, Amount Approved, and Approval Description fields.

   NOTE:  Each adjustment request is accompanied by a single adjustment outcome.

Viewing Outcomes of Payment Plan Requests

To view a payment arrangement for an account adjustment request, follow this procedure.

To view a payment arrangement plan outcome

1. Navigate to the Credit Management screen, then the Credit Alert List view.
2. Drill down on the alert number of the credit alert.
3. Click the Payment Arrangements view tab.
4. Scroll down to the Payment Arrangements Outcome form to view the response of the credit management application to the adjustment request.

   Some of the fields are described in the following table.

   Field	Comments
   Installment Amount	Displays the payment amount for each installment. This amount can apply to a single payment or multiple installments.
   Interest Charge	Displays the Interest owed on the payment arrangement plan. This amount is calculated by the back-office application.
   # of Installments	Displays the number of installments.
   Plan Type	Displays the type of payment arrangement plan.
   Status	Displays the outcome of the request for the payment arrangement plan.
   Total Amount Due	Displays the total owed, including accrued interest.