Bookshelf v7.5: Adding or Modifying Accounts

When implementing Consumer Sector applications, you may decide to import account-related information from another database in your company, and avoid the need to enter this information manually. However, as you add new customers and as your existing customers add new retail outlets, you may need to create new accounts manually.

Before you add an account, find out whether you already have the account information in your database so that you do not enter information twice. To determine whether the account already exists in your database, query for values such as the company name, contact information, customer number, telephone number, or any other unique identifier.

Administrators can create addresses for accounts. Later, administrators or end users can associate these addresses with the appropriate accounts. Administrators can also edit existing addresses. Be careful when editing an existing address, because it will change the address for all accounts and contacts that are associated with that address.

For more information on querying your database for accounts, see Fundamentals.

Verifying whether an account exists can be done automatically if deduplication is active. For more information on deduplication, see Siebel Data Quality Administration Guide.

Table 6. Selected Fields in the Account List
Field	Comments
Account Channel	Determines which type of distribution channel the account belongs to. Example values in this attribute are Sporting Goods, Athletic Specialty, and Apparel Specialty. LOV Type: ACCOUNT_CHANNEL For information about modifying list of values types, see Applications Administration Guide. For more information about the Account Channel attribute, see About Account Market Segments.
Account Class	In the standard Siebel Consumer Sector applications, this field is Customer by default, and is not updatable. However, the behavior of this field can be modified or the field can be removed through the use of Siebel Tools.
Account Team	List of employees who are working with this account. This list determines who can access information about the account. The primary team member can be determined by the system administrator or can be whoever created the account record.
Account Type	The type of account this is, for example, HQ, Distributor, or Retailer. LOV type:ACCOUNT_TYPE Action: Determines the account Profile form layout. The Profile form can be configured with Siebel Tools. For more information, see Profiling an Account.
Address Line 1	An account can have multiple addresses. Click the select button to access the Account Addresses dialog box, where you can select an existing address or add a new one. Select the Primary field within the dialog box to specify the primary address. You can edit an existing address from the Account Addresses dialog box. However, changing this address will also change every instance of the address, that is, for all the other accounts and contacts that are associated with it.
Assignment Area Code	If you use area codes in your account assignment process, enter an area code. The Assignment Area Code value determines the area code that the Territory Assignment program will use to assign this account or subaccount.
Assignment Country Code	If you use country codes in your account assignment process, enter a country code. The Assignment Country Code value determines the country code that the Territory Assignment program will use to assign this account or sub-account.
Buying Group	Check this box if the account serves as a buying group for other accounts. For more information, see About Buying Groups.
Competitor	Check this box if the account is a competitor.
Current Volume	The weekly sales dollar volume of the manufacturer's products within the retail store.
Disable Cleansing	Check this box to disable cleansing for the account. For more information, see Siebel Data Quality Administration Guide.
Distribution Code	Can be used to define product distribution. LOV Type: RTL_PRFL_DIST_CODE For accounts to be subject to distribution lists, they must be assigned Distribution Codes. For more information about setting up distribution lists, see Creating and Modifying Distribution Lists.
Domestic Ultimate DUNS	The D&B D-U-N-S number belonging to the highest-level family member within a specific country.
DUNS Number	The D&B D-U-N-S number for the account.
Expertise	Special skill or knowledge possessed by account; for example, Food Processing or Bottling. LOV Type: ACCOUNT_EXPERTISE
Global Ultimate DUNS	The D&B D-U-N-S number belonging to the account's worldwide ultimate parent account.
Industry	The type of industry the account is involved in; for example, manufacturing or service. You can enter multiple industries in this field.
Lock Assignment	Provides information for the Territory Assignment program. If you select Lock Assignment, the account team for the account will not be changed automatically by the Territory Assignment program.
Name	Account name.
No. of Consumers	The approximate number of consumers serviced by the retail outlet.
No. of Registers	Number of cash registers for checkout at the account.
Organization	The organization of which the account is a member.
Parent Account	The parent account of the selected account. For more information, see Setting Up Account Hierarchies.
Parent HQ DUNS	The D&B D-U-N-S number belonging to an account's immediate headquarters or parent account.
Parent Site	The site of the parent account of the selected account.
Partner	Check this box if the account is a partner.
Potential Volume	The potential weekly sales dollar volume of the manufacturer's products within the retail store.
Price List	Account specific price list; for example, Consumer Price List or North American Price List.
Product Differentiator	Determines the types of products that should be available in the account's product catalogs. LOV Type: PRODUCT_DIFFERENTIATION Action: Drives visibility to account catalogs (including seasonal catalogs, if any), and products available for creating assortment plans. For more information about controlling product distribution to accounts, see About Account Market Segments.
Site	Description of the physical location or function of the account, such as "headquarters" or "corporate" or "San Francisco."
Status	The status of the account; for example, Active or Prospect. LOV Type: ACCOUNT_STATUS
Synonyms	A way to refer to accounts (and their sites) in the way that you prefer. For example, an account named A/B Products, Inc., might have the following synonyms: AB, A/B, and AB Products.
Visit Frequency	An integer value indicating the number of times per year a sales representative visits the account.
Weekly ACV	Weekly all-commodity volume.

Deleting Accounts

Deleting an account completely removes the account as well as all data related to the account, such as activities, contacts, and addresses, from the system.

If you are unsure whether the account is still active (and therefore should not be deleted), contact the primary account team member and inquire before modifying or deleting the account.

Administrators can remove themselves or others from the account team instead of deleting the record. End users can remove themselves from the account team, but they cannot delete records in the standard Consumer Sector applications. Removing yourself or others from the account team will remove this account from the visibility of the person no longer on the team.

An administrator can delete individual accounts manually, or delete accounts in batch using Enterprise Integration Manager (EIM). For information about EIM, see Siebel Enterprise Integration Manager Administration Guide.