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

1. Using a Siebel application (for example, Call Center), click the Accounts tab.
2. Select My Accounts in the pull down box.
3. Click New to create a new account.
4. When the New Accounts display appears, enter the values for each applicable field.
5. Click Save to save the changes.
6. Enter additional details such as Addresses.
7. Select the Back Office tab for Oracle Applications.
8. Click Update Back Office to send the account record to the back office.
9. In a moment, the screen displays the synchronization status and indicates that the account was received in the back office.