Submitting Requests for Account Adjustments

To submit a request for an account adjustment, follow this procedure.

Note: It is possible to submit multiple account adjustment requests for a single account. However, this situation is not typical.

To submit a request for an account adjustment

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. Click the Account Adjustments view tab.

   The Account Adjustments list displays the history of adjustment requests.

4. In the Account Adjustments list, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Date	Select the date and time the request of the adjustment. This field defaults to current date and time.
   Amount	Type the amount of the adjustment. This field defaults to amount owed on the credit alert.
   Type	Select the type of adjustment request.
   Status	Select the status of the request. This field defaults to a value of Open.
   Reason	Select the reason for the adjustment.