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

1. Navigate to the Credit Management screen.
2. In the Credit Alerts list, click the Alert # of a credit alert record.
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, the customer decision fields may not appear in Siebel Energy.

5. 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

1. Navigate to the Credit Management screen.
2. In the Credit Alerts list, click the Alert # of a credit alert record.
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, the customer decision fields may not appear in Siebel Energy.

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