Entering or Updating an Account
The Account Address window lets you enter a new account by entering its name and address.
1. Select the Account tab.
2. Choose the Find button on the toolbar.
3. Search for the record.
Attention: Before you enter a new account, use Fuzzy Find first to verify that the account is not already in the database.
4. After you verify that the account is not in the database, choose New Company.
A blank Account window appears, which lets you create a new company.
In the top portion of the Account window, the following information is shown:
Company Name: Enter a new company name.
Number: This is either a manually entered, or a system-generated number, depending on how your system administrator has set up your system.
Company Comment: Enter additional information about the company.
Account Comment: Enter additional information about the account.
Phone: This is the main number for the account. If you have enabled the autodial feature, you may choose the Autodial button to contact the telephone number shown. Enter numbers only; the phone number is automatically formatted.
Type: References the type of phone number shown. For example: General, Fax, and Telex.
Account Code: This is a unique number that identifies the account. This number is either system generated or generated manually, depending on how your application was configured.
Tax Reference Num: The company's tax reference number.
In the Address sub tab portion of the window, the following information is shown:
Key Account: When searching for an account in the Find Account or Find Contact window with the Key Account check box checked, Oracle Sales and Marketing searches only for accounts marked as key accounts. If there is an account in your territory that you would not normally contact (such as an address that is used only for shipping or billing purposes) you would not identify that address as a key account.
1. Select the Address sub tab.
2. Enter the main address for an account.
Attention: Do not enter address information for a particular contact here, a contact address must be entered under the Contact tab.
3. Specify if this is a Key Account. A Key Account is an account you frequently work with.
4. Check the Active check box.
The Active check box signifies that this account is a currently active account.
5. Choose Save on the toolbar to add the account to the database.
To enter a new account: