Credit Management in Siebel Energy

This chapter describes the procedures for managing and closing credit alerts. It also describes how to create account adjustments and set up payment plans. It includes the following topics:

• About Credit Management in Siebel Energy

• Scenario for Using Credit Management in Siebel Energy

• Reviewing and Adding a Credit Alert in Siebel Energy (End User)

• Adding an Activity to a Credit Alert in Siebel Energy (End User)

• Contacting the Customer About a Credit Alert (End User)

• Entering Payments for Credit Alerts in Siebel Energy (End User)

• Process of Creating Account Adjustments or Payment Plans in Siebel Energy (End User)

• Closing a Credit Alert Manually inSiebel Energy (End User)

• Additional End-User Tasks for Credit Management in Siebel Energy