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Closing a Credit Alert Manually in Siebel Communications (End User)

After an outcome has been received and accepted (if necessary), you can close the credit alert manually in Siebel Communications.

CAUTION:  Do not use this procedure if your Siebel CRM application is integrated with an external system. If you close a credit alert manually in Siebel Communications, that credit alert might remain open in the external application and cause a data mismatch. In an integrated environment, always allow credit alerts to be closed automatically by the external application. For more information about automatic credit alert updates, see Process of Managing Collections in Siebel Communications (End User).

To close a credit alert manually

1. Navigate to the Credit Management screen, then the Credit Alert List view.
2. Drill down on the alert number of the credit alert.
3. In the Action Type field, select a value of Payment Arrangement Agreed.
4. In the Status field, select a value of Closed.