1. Communications Guide
  2. Reviewing and Adding a Credit Alert in Siebel Communications (End User)

Reviewing and Adding a Credit Alert in Siebel Communications (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 Communications 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 Communications.

Credit alerts can be created manually in Siebel Communications, or imported as a batch from a third-party credit management application, such as Oracle Communications Billing and Revenue Management by way of an EIM job. These tasks are described in the procedures that follow.

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 Communications.

    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.

To import credit alerts from an external application

  • Run an EIM job with the parameter values as shown in the table that follows.

    Parameter Value

    Configuration File

    ProcessAlertsAndBillingProf.ifb

    Error Flags

    1

    SQL Trace Flags

    8

    Trace Flags

    1

    On successful completion of this job, credit alerts are created in Siebel Communications.

    • For each credit alert with a substatus of Entered Collections, Siebel Communications changes the billing profile status of the associated account to the color yellow.
    • After the account exits from Collections, a new credit alert is created by the external application with a substatus of Exited Collections. When Siebel Communications receives this credit alert, the billing profile status of the associated account changes to the color green.

    For more information about running EIM to import data from external applications, see the chapter on importing data in Siebel Enterprise Integration Manager Administration Guide.

    Note: The Sub Status field of the credit alert is read-only in Siebel CRM and can be populated only by the external application. Similarly, the status color of the billing profile can be changed only by the external application.