Reference: See
Enroll in Budget Process Model - Page 1 for the business process diagram associated with this activity.
Description: There is dialogue with Customer. The CSR or Authorized User evaluates the account. Usually Account Financial History, Billing History, Credit Rating, and Credit and Collection History are reviewed. It is recommended to review Control Central Alerts as well. Control Central Alerts provide the CSR or any Authorized User with valuable insight for overall analysis of the customer and assist in determining eligibility for Budget.