Siebel Connector for Oracle Applications > User Procedures > Working with Accounts >
Creating a New Account
To create an account in Siebel Applications and send it to Oracle Applications
- Using a Siebel application (for example, Call Center), click the Accounts tab.
- Select My Accounts in the pull down box.
- Click New to create a new account.
- When the New Accounts display appears, enter the values for each applicable field.
- Click Save to save the changes.
- Enter additional details such as Addresses.
- Depending upon the Oracle Applications used in the back office, select the Back Office tab (Oracle Applications R10.7 and R11i).
- Click Update Back Office to send the account to the back office.
- In a moment, the screen displays the synchronization status and indicates that the account was received in the back office.
|