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Siebel eEnergy Guide > Credit Management >
Submitting a Request
End users first submit a request for an account adjustment or a payment plan.
To submit a request for an account adjustment
- Navigate to the Credit Management screen.
- In the Credit Alerts list, select a credit alert.
- 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.
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, select a credit alert.
- 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.
- 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, select a credit alert.
- Click the Payment Arrangements view tab.
- In the Payment Arrangements form, select Payment Arrangement from the Show drop-down list.
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Siebel eEnergy Guide Published: 23 June 2003 |