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Creating an Account in Siebel Energy (End User)

An account forms the major link for entering detailed information about customers. After adding accounts in Siebel Energy, end users can contribute information for tracking customer service, processing requests, viewing agreements, and so on.

To create an account

  1. Navigate to the Accounts screen.
  2. In the link bar, click Accounts list.
  3. Add a new record to the Accounts list, and complete the necessary fields in the Account record and the More Info form. To access more fields, click the show more button in the form. Some fields are described in the following table.

    Account Class

    Distinguishes an account within an account hierarchy when dividing accounts into billing or service accounts. The Billing Account and Service Account Explorers filter on this field. Also, the accounts available for association in the Quotes and Entry views are determined by account classes.

    For Account Class, select Customer if you are creating a residential customer account.

    For more information on account classes, see About Accounts in Siebel Energy.

    Account Team

    Determines who can access information about the account.


    Address for the account. Enter a new address or associate an existing one. In the dialog box for associating addresses, the Premise check box indicates if the address is a premise.

    Good Standing

    Determines if the account is blocked centrally, which excludes certain activities from being performed. Note that this field is different from account status.

    Lock Assignment

    If you do not want Assignment Manager to run, check this field. If you do not select Lock Assignment, Assignment Manager can reassign this account to another team according to its territory. For example, if you want to allow a commercial account with three different locations to be handled by the same account manager, even though one or two locations fall in another account manager's territory, do not select Lock Assignment.


    Description of the location or function of the account, such as headquarters or corporate or San Francisco.


    Allows you to refer to accounts (and their sites) in the way that you prefer. For example, an account named A/B Products, Inc., might have the following synonyms: AB, A/B, and AB Products.

    When you search for an account or enter an account in another part of Siebel Energy, you can use a synonym instead of the actual name.

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