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 User)
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). To submit a request for an account adjustment
- 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.
The Account Adjustments list displays the history of adjustment requests.
- In the Account Adjustments list, add a record and complete the necessary fields.
Some fields are described in the following table.
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Amount |
Amount of the adjustment. Set by default to amount owed on the credit alert. |
Date |
Date the request for adjustment is made. Set by default to current date and time. |
Reason |
Reason the adjustment request is being made. |
Status |
Status of the request. Set by default to Open. |
Type |
Type of adjustment request. |
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 a payment arrangement plan
- 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.
- In the Payment Arrangements form, select Payment Arrangement Details from the Show drop-down list.
- In the Payment Arrangement Details form, add a record and complete the necessary fields.
Some fields are described in the following table.
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Installment Amount |
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. |
Number of Installments |
Number of installments for payment arrangement. For a single-payment deferral plan, this number is 1. |
Original Amount Due |
Total amount due. |
Original Due Date |
Original due date for payment. |
Plan End Date |
Payment Arrangement plan end date. For a single-payment deferral plan, use the same date for both Start Date and End Date. |
Plan Start Date |
Payment Arrangement plan start date. |
Plan Type |
Type of payment arrangement plan. |
Status |
Status of the request. From the drop-down list, select Pending. |
- Click the back button until you return to the credit alert list.
- From the Action Type drop-down list, select Payment Arrangement Requested.
To view a history of payment arrangements
- 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.
- In the Payment Arrangements form, select Payment Arrangement from the Show drop-down list.
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