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

The All Credit Alerts view displays all credit alerts. 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 application. They can limit the list by selecting a predefined query.Siebel Energy 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, then end users can create a credit alert and a corresponding payment arrangement plan record.

When contacted regarding a credit problem, a customer might want you to query the billing account. For example, the customer might believe that the bill is incorrect. Therefore, end users might want to refer to the customer billing data to deal with the customer contact. For more information, see Billing in Siebel Energy.

To create an internal credit alert manually

1. Navigate to the Credit Management screen, then the Credit Alert List view.

2. Add a record, and complete the necessary fields in the record and the More Info form. To access more fields, click the show more button in the form.

   Some fields are described in the following table.

   Field	Comments
   Created On	Displays the date and time when you create the credit alert.
   Priority	Select the priority of the action to perform in response to the credit alert.
   Status	Select the status of the credit alert.
   Account	Select the account associated with the credit alert.
   Amount Owed	Type the amount the customer owes.
   Action Type	Select the type of action to perform in relation to a credit alert. This field might generate or require one or more activities.
   Owner	Select the name of the person to whom the credit alert is assigned.
   Invoice #	Select the invoice number associated with the credit alert.
   Alert #	Displays a unique identifier for the credit alert, which might be generated within Siebel Energy.
   Account #	Displays the account number associated with the credit alert.
   Agreement	Select the agreement associated with the credit alert.
   Source	Displays a value that indicates when the alert was generated externally by a credit management application or internally by a CSR.