Siebel Automotive Guide > Managing Lease and Loan Accounts >

Adding a Financial Account

The following procedure describes how to add a financial account in Siebel Automotive.

This task is a step in Process of Administering Financial Accounts.

To add a financial account

  1. Navigate to the Financial Accounts screen > Financial Account List view.
  2. Create a record.
  3. Complete the fields as necessary.

    Some fields are described in the following table.



    The Accounts status. Specifying Open allows the financial account to appear in Siebel Automotive.

    Account #

    User-assigned number.


    Indicates the product associated with the account. This selection populates the Type field.

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