Siebel eSales Administration Guide > Administering Siebel eSales >

About Setting Up Customer Accounts

The tasks involved in setting up customer accounts are as follows:

• Creating accounts.

  For more information, see the chapter on using accounts in Siebel Sales in Siebel Applications Administration Guide.

• Associating users with accounts.

  You assign an account's users by filling in the account's Contacts field. For more information, see the chapter on using accounts in Siebel Sales in Siebel Applications Administration Guide.

  NOTE:  When you create a Siebel eSales user, the Contact Team for the user belongs to your organization. The Contact Team should be set to the correct position for the Organization to which the user belongs, so the user gets the correct price list.

• Associating price lists with accounts.

  You assign a price list to an account by filling in the account's Price List field. For more information, see the chapter on using accounts in Siebel Sales in Siebel Applications Administration Guide.

• Allowing accounts to use purchase orders.

  You allow an account to use purchase orders by selecting the account's PO Approved check box. For more information, see About Allowing Accounts and Contacts to Use Purchase Orders and the chapter on using accounts in Siebel Sales in Siebel Applications Administration Guide.

• Allowing contacts to use purchase orders.

  For more information, see About Allowing Accounts and Contacts to Use Purchase Orders and Allowing Contacts to Use Purchase Orders.

• Setting purchase order auto-approval limits for accounts.

  The PO auto-approval limit is the maximum amount that a corporate customer can order using a purchase order without approval from the purchasing manager in the purchaser's company. For more information, see the chapter on using accounts in Siebel Sales in Siebel Applications Administration Guide.

• Setting credit auto-approval limits for accounts.

  The credit auto-approval limit is the maximum amount that a corporate customer can order using a purchase order without requiring an automatic credit check using the External Credit Check ASI. For example, if you set the limit to $1000, any order greater than $1000 automatically receives a credit check. For more information, see the chapter on preparing for integration in Siebel Order Management Guide.

• Allowing accounts to skip credit checks.

  You can skip automatic credit checking for a particular account. Automatic credit checking uses the External Credit Check ASI for customers paying with a purchase order. For more information, see the chapter on preparing for integration in Siebel Order Management Guide.