Credit Management in Siebel Communications

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 Communications

• Scenario for Using Credit Management in Siebel Communications

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

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

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

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

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

• Process of Managing Collections in Siebel Communications (End User)

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

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