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

  1. Navigate to the Financial Accounts screen, then the Financial Account List view.
  2. Create a record.
  3. Complete the fields as necessary.

    Some fields are described in the following table.

    Field
    Description

    Status

    The Accounts status. Specifying Open allows the financial account to appear in Siebel Automotive.

    Account Number

    User-assigned number.

    Product

    Indicates the product associated with the account. This selection populates the Type field.

Siebel Automotive Guide Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Legal Notices.