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 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).

Recording Customer Decisions About Account Adjustments

To record a customer's decision about an account adjustment outcome, follow this procedure.

To record the customer's decision about 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, 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, then the customer decision fields might not appear in Siebel Energy.

5. If the customer rejects the outcome, then discuss the options again and submit another request.

Recording Customer Decisions About Payment Plans

To record a customer's decision about a payment arrangement outcome, follow this procedure.

To record the customer's decision about a payment arrangement 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, 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, then the customer decision fields might not appear in Siebel Energy.

5. If the customer rejects the outcome, then discuss the options again and submit another request.