Field
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Comments
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Account Type
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A list of values established by your company defines the type of account. Default values include Commercial, Competitor, Consultant, and Customer.
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Assignment Area Code
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Displays an area code for the account. This indicates that a sales representative from the same area code should be assigned to the account.
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Assignment Country Code
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Displays a country code for the account. This indicates that a sales representative from the same country code should be assigned to the account.
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PO Auto-Approval Limit
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The amount for which a Purchase Order can be automatically approved.
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Competitor
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A check box which, when selected, indicates the account is a competitor.
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Current Volume
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Displays a monetary amount that represents the account's current sales volume.
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Disable Cleansing
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A check box which, when selected, does not allow data cleansing.
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Domestic Ultimate DUNS
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Displays the D-U-N-S number for the domestic ultimate, which is the highest member in the hierarchy for the same business entity within the same country. A case can be its own domestic ultimate.
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DUNS#
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The Data Universal Numbering System (D-U-N-S) numeric serial number for a company. The D-U-N-S number is unique for each company.
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Expertise
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A list of values established by your company that defines the area of expertise for the account. Default values include Technology, Quality Control, and Client Management.
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Global Owner
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Displays the ID of the team member who is the global account owner. In cases of multi-national or global companies, this designates one main account team member to oversee the account.
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Global Ultimate DUNS
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Displays the D-U-N-S number for the global ultimate, which is the highest member in the hierarchy for the same business entity worldwide.
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Inventory Location
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Displays the physical location of the inventory.
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Lock Assignment
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A check box which, when selected, locks the sales team assignment from reassignment by Siebel Assignment Manager.
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Name
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A required value that identifies the account.
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Organization
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Displays the name of the organization with which the account is associated in your Siebel application.
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Parent
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Displays a parent account if the account is a subsidiary of a larger company.
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Parent/HQ DUNS
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D&B number for the account's parent account.
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Partner
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A check box which, when selected, indicates the account is a business partner.
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PO Approval Limit
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Displays a monetary limit up to which a PO is approved.
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PO Approved
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A check box which, when selected, indicates the Purchase Order (PO) has been approved.
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Potential Volume
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Displays a monetary amount that represents the account's potential sales volume.
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Price List
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Displays a price list associated with the account. Your application administrator establishes price lists based on criteria defined by your company.
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Reference
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A check box which when selected indicates the account offers a reference for your company's products or services.
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Referenceable as of
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Displays the date when the account first became a reference
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Shipping Information
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A text field for additional shipping details.
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Shipping Terms
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A list of values established by your company that defines the terms for shipping. Default values include Due, FOB, TBD, and No Charge.
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Stage
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A list of values established by your company that defines the account stage according to your sales or other methodology. Default values include Project Planning and Strategy, Analysis and Design, Testing and Production Pilot, Rollout, and On Hold.
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Status
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A list of values established by your company that defines the account status. Default values include Active, Contract Pending, Gold, and Inactive.
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Synonyms
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Displays a synonym for the account.
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URL
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Displays the Universal Resource Locator (URL) for the account Web site.
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