Siebel Energy Guide > Credit Management in Siebel Energy > Process of Creating Account Adjustments or Payment Plans in Siebel Energy (End User) >

Submitting Requests for Account Adjustments or Payment Plans

End users first submit a request for an account adjustment or a payment plan.

This task is a step in Process of Creating Account Adjustments or Payment Plans in Siebel Energy (End User).

Submitting Requests for Account Adjustments

To submit a request for an account adjustment, follow this procedure.

NOTE:  It is possible to submit multiple account adjustment requests for a single account. However, this situation is not typical.

To submit a request for an account adjustment

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.

   The Account Adjustments list displays the history of adjustment requests.

4. In the Account Adjustments list, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Date	Select the date and time the request of the adjustment. This field defaults to current date and time.
   Amount	Type the amount of the adjustment. This field defaults to amount owed on the credit alert.
   Type	Select the type of adjustment request.
   Status	Select the status of the request. This field defaults to a value of Open.
   Reason	Select the reason for the adjustment.

Submitting Requests for Payment Arrangement Plans

To submit a request for a payment arrangement plan, follow this procedure.

To submit a request for a payment arrangement plan

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. In the Payment Arrangements form, select Payment Arrangement Details from the Show drop-down list.
5. In the Payment Arrangement Details form, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Plan Type	Select the type of payment arrangement plan.
   # of Installments	Type the number of installments for payment arrangement. For a single-payment deferral plan, this number is 1.
   Installment Amount	Displays the amount of each installment. This field is automatically populated when you enter the number of installments. The installment amount equals the original amount due divided by the number of installments.
   Original Amount Due	Type the total amount due.
   Original Due Date	Select the original due date for payment.
   Plan Start Date	Select the start date of the payment arrangement plan.
   Plan End Date	Select the end date of the payment arrangement plan. For a single-payment deferral plan, use the same date for both the start date and the end date.
   Status	Select a value of Pending for the status of the request.

6. Return to the Credit Alert List view.
7. In the Action Type field, select Payment Arrangement Requested.

Viewing History of Payment Arrangements

To view a history of payment arrangements, follow this procedure.

To view a history of payment arrangements

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. In the Payment Arrangements form, select Payment Arrangements from the Show drop-down list.