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Siebel eEnergy Guide > Credit Management >
Recording the Customer's Decision About the Outcome
End users can record the customer's decision about the outcome.
To record the customer's decision about an account adjustment outcome
- Navigate to the Credit Management screen.
- In the Credit Alerts list, select a credit alert.
- Click the Account Adjustments view tab.
- 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 eEnergy.
- 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
- Navigate to the Credit Management screen.
- In the Credit Alerts list, select a credit alert.
- Click the Payment Arrangements view tab.
- 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 eEnergy.
- If the customer rejects the outcome, discuss the options again and submit another request.
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Siebel eEnergy Guide Published: 23 June 2003 |