Bookshelf v7.5: Reviewing and Adding a Credit Alert

Reviewing and Adding a Credit Alert

The All Credit Alerts view displays all credit alerts in the system. The My Credit Alerts view displays only the credit alerts that are assigned specifically to an end user. These views are identical except for the ownership. The policies for assignment of credit alerts are determined by their company.

End users can use the All Credit Alerts view or the My Credit Alerts view to see external credit alerts, which originate from your company's external credit management system. They can limit the list by selecting a predefined query. Siebel eCommunications includes the queries All, Closed, Open and Unassigned Alerts.

End users can also use these views to create internal credit alerts for preemptive measures; these alerts can record situations such as the likelihood of a delayed customer payment. If they have permission to do so, end users can create a credit alert and a corresponding payment arrangement plan record.

On being contacted by a service provider regarding a credit problem, a customer may want you to query the billing account. The customer may, for example, believe that he has been incorrectly billed. End users may, therefore, need to refer to the customer billing data to deal with the customer contact. For more information, see Billing.

To create an internal credit alert

Navigate to the Credit Management screen.

In the Credit Alerts form, add a record and complete the necessary fields. To access more fields, click the show more button in the upper right corner of the form.

Some fields are described in the following table.


Field	Comments
Account	Account name associated with the credit alert.
Account #	Account number associated with the credit alert.
Action Type	Type of action to be performed in relation to a credit alert. The Action Type may generate or require one or more activities.
Agreement	Agreement associated with the credit alert.
Alert #	Unique identifier for the credit alert, which may or may not be generated within Siebel eCommunications. Automatically populated when a new record is added.
Amount Owed	Amount owed by the customer.
Created On	Date and time stamp showing when the credit alert was generated within Siebel eCommunications.
Invoice #	Invoice number associated with the credit alert.
Owner	Person to whom the credit alert is assigned.
Priority	Priority of the action to be taken in response to the credit alert.
Source	Indicates if the alert was generated externally by a credit management system or internally by a CSR. Automatically populated.
Status	Status of the credit alert.