Siebel Automotive Guide > Managing Lease and Loan Accounts >
Adding a Financial Account
The following procedure describes how to add a financial account in Siebel Automotive. This task is a step in Process of Administering Financial Accounts. To add a financial account
- Navigate to the Financial Accounts screen > Financial Account List view.
- Create a record.
- Complete the fields as necessary.
Some fields are described in the following table.
|
|
Status |
The Accounts status. Specifying Open allows the financial account to appear in Siebel Automotive. |
Account # |
User-assigned number. |
Product |
Indicates the product associated with the account. This selection populates the Type field. |
|