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Creating an Account in Siebel Energy (End User)

An account forms the major link for entering detailed information about customers. After adding accounts in Siebel Energy, end users can contribute information for tracking customer service, processing requests, viewing agreements, and so on.

Adding an Account Record

To add an account record in Siebel Energy, follow this procedure.

To add an account record

1. Navigate to the Accounts screen.
2. In the link bar, click Accounts list.
3. Add a new record to the Accounts list, and complete the necessary fields in the Account record and the More Info form. To access more fields, click the show more button in the form.

   Some fields are described in the following table.

   Field	Comments
   Account Class	Distinguishes an account within an account hierarchy when dividing accounts into billing or service accounts. The Billing Account and Service Account Explorers filter on this field. Also, the accounts available for association in the Quotes and Entry views are determined by account classes. For Account Class, select Customer if you are creating a residential customer account. For more information on account classes, see About Accounts in Siebel Energy.
   Account Team	Determines who can access information about the account.
   Address	Address for the account. Enter a new address or associate an existing one. In the dialog box for associating addresses, the Premise check box indicates if the address is a premise.
   Good Standing	Determines if the account is blocked centrally, which excludes certain activities from being performed. Note that this field is different from account status.
   Lock Assignment	If you do not want Assignment Manager to run, check this field. If you do not select Lock Assignment, Assignment Manager can reassign this account to another team according to its territory. For example, if you want to allow a commercial account with three different locations to be handled by the same account manager, even though one or two locations fall in another account manager's territory, do not select Lock Assignment.
   Site	Description of the location or function of the account, such as headquarters or corporate or San Francisco.
   Synonyms	Allows you 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. When you search for an account or enter an account in another part of Siebel Energy, you can use a synonym instead of the actual name.

Adding Addresses to an Account

You can add multiple addresses to account records. These addresses are used in various ways in your Siebel application, such as specifying bill destinations in billing profiles that are associated with the account. You can designate different types of addresses, with different start and end dates for each address. For example, you can designate seasonal and temporary addresses that are valid between specific dates.

To add addresses to an account

1. Navigate to the Accounts screen, then Accounts List.
2. In the Accounts List, find the account to which you want to add addresses and click the link in the Name field.
3. Click the Addresses view tab.
4. In the Addresses list, add a new record and complete the fields, as required.

   Some fields are described in the following table.

   Field	Comments
   Primary	When selected, identifies the primary address for this account. This is the address record that populates the visible address fields displayed on the primary account record and the account header.
   Active	When selected, designates the address as available for selection in account records.
   Type	Type of address. Designates the address for various account management functions. Selection options include Bill To, Ship To, Pay To, Pay From, Legal Entity, Billing Address, Mailing Address, Seasonal, and Temporary.
   Start Date End Date	These fields are required for addresses with Type values of Seasonal and Temporary. Seasonal addresses define alternate, seasonal billing addresses in the integration of Siebel Energy with Oracle Utilities Customer Care and Billing. For more information, see Customer Data Mapping from Oracle Utilities Customer Care and Billing to Siebel Energy.

5. Repeat Step 4 for each address you want to add to the account.