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Viewing Account Information (End User)

When creating a service request for an account, you might want to review information about contacts for the account, the service profile of the account, agreements and entitlements that apply to the account, and other account information. For more information about using the Accounts screen, see Siebel Applications Administration Guide.

This topic contains the following related information:

• Viewing Contacts and Service Profiles for Accounts
• Viewing Agreements and Entitlements for Accounts
• Viewing Other Information for Accounts

This task is a step in Process of Managing Service Requests.

Viewing Contacts and Service Profiles for Accounts

You can view the service profile for the account. This profile contains information about the products and assets that are associated with the account. You can also view information about the customer contacts who handle an account. For more information about using the Contacts view, see Siebel Fundamentals.

To view the contacts and the service profile for an account

1. Navigate to the Accounts screen, then the Accounts List view.

   Some fields are described in the following table.

   Field	Comments
   Account Name	Displays the name of the account.
   Organization	Displays the organization for the account. The organization limits the visibility of data. If you select All Accounts Across Organizations in the visibility filter, then the accounts for all organizations appear. For more information about setting up organizations, see Siebel Security Guide. If you own a record, then you can see it when you select My Accounts in the visibility filter, even if the record does not apply to your organization. However, you do not see the record when you select All Accounts in the visibility filter if the record does not apply to your organization.

2. Drill down on the Account Name field for a selected account.

   The Contacts view shows the contacts for the account.

3. Click the Service Profile view tab.

   The Service Profile view shows that products that are associated with the account. The Assets list shows the assets that are associated with a selected product.

Viewing Agreements and Entitlements for Accounts

You can view information about agreements and entitlements for an account. For more information about using the Agreements view, see Agreements and Entitlements.

To view the agreements and entitlements for an account

1. Navigate to the Accounts screen, then the Account List view.
2. Drill down on the Account Name field for a selected account record, and click the Agreements view tab.

   Some fields are described in the following table.

   Field	Comments
   Primary	Displays a check in the check box to indicate the agreement is a primary agreement for the selected account. This field is for information only, and does not affect other fields or functions.
   Type	Displays the type of agreement. Values include Service Level Agreement and Price Protection.
   Start	Displays the date that the agreement is effective.
   End	Displays the date that the agreement is no longer effective.
   Valid	Displays a check in the check box to indicate the agreement is an active agreement. An active agreement can appear in the list that appears when you click the Verify button. For more information, see Entitlement Selection.

3. Click the Entitlements view tab.

   Some fields are described in the following table.

   Field	Comments
   Current Qty	Displays the current quantity that the entitlement covers.
   End	Displays the date that the entitlement is no longer effective.
   Agreement	Displays the agreement that is associated with the entitlement.
   Initial Quota	Displays the initial quantity that the entitlement covers.
   Start	Displays the date that the entitlement is effective.

Viewing Other Information for Accounts

You can view other information, such as service requests, billing information, shipping information, and invoices, for an account.

To view other information for an account

1. Navigate to the Accounts screen, then the Account List view.
2. Drill down on the Account Name field for a selected account record.
3. To see more information about the account, complete the following steps:
   1. Click the Service Requests tab to view the service requests for the account.
   2. Click the Bill To/Ship To view tab to view the billing and shipping information for the account.
   3. Click the Invoices view tab to view the invoices for the account.