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Plan Account Fields

Use the Plan Account Edit page to add a plan account or update details for an existing plan account.

TIP: You can also edit plan accounts on the Plan Account List page and the Plan Account Detail page. For more information on updating records, see Updating Record Details.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information regarding some of the plan account fields.

Field

Description

Key Plan Account Information

Account

The Oracle CRM On Demand account that is associated with this plan account record. Click the Lookup icon to select the associated account. (Required.)

For more information on Account fields, see Account Fields.

Primary Plan Account

Select this check box to indicate which account (if any) is the primary account associated with a plan.

Business Plan

The business plan that is associated with this plan account record. Click the Lookup icon to select the associated business plan. (Required.)

Account: Location

The location information from the Location field in the account record. It shows the type of facility operated by the account at this site, such as Headquarters. (View only.)

Account: Priority

The priority information from the Priority field in the account record. It shows the priority for the account, such as High, Medium, or Low. (View only.)

Account: Account Type

The account type information from the Account Type field in the account record. It shows the relationship of the account to your company, such as Prospect, Customer, Partner, or Competitor. (View only.)

Account: Reference

The reference information from the Reference check box in the account record. It indicates whether the account can be used as a reference for potential customers or sales representatives. (View only.)

Account: Owner

The owner information from the Owner field in the account record. It indicates the alias of the Account record owner. (View only.)

Related Information

See the following topics for related information about plan accounts:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.