Siebel Applications Administration Guide > Global Accounts >

Viewing Global Accounts (User)

Available as an option, Global Accounts allow users to see opportunities, activities, contacts, and account team information for an account and its subsidiary accounts.

Global Accounts consist of a parent account, the child accounts, the child accounts' children, and so on. These hierarchies are determined in one of two ways:

• Hierarchies are determined by the value in the parent field on the Account Record.
• Hierarchies are determined by the administrator who creates custom hierarchies.

Global Accounts are created and maintained by the administrator. If an account has no child account or the administrator has not defined a hierarchy for an account, then a message appears advising you that the selected record is not included as part of your defined hierarchy. For more information on how global-account hierarchies are created, see Creating a Custom Hierarchy.

To view global accounts information

1. Navigate to the Accounts screen > Global Accounts Hierarchy List view.
2. From the Show drop-down list, choose My Global Accounts.

   Other Show drop-down list options include All Global Accounts, and All Global Accounts Across Organizations.

   The Global Accounts subviews appear with the explorer on the left showing the hierarchy of the account, subaccounts, contacts, and opportunities, and the list on the right showing the records associated with each subview.

3. Click the individual view tabs for Subaccounts, Contacts, Activities, Opportunities, and Account Team.

   The records associated with these subviews appear in a list on the right of the explorer.

Accounts Displayed in the Global Accounts Hierarchy List View

Depending on whether or not you define a hierarchy, different accounts are displayed in the Global Accounts Hierarchy List view. This occurs because Siebel Business Applications use different SQL code to generate the Global Accounts Hierarchy List view, depending on whether you define a hierarchy.

If you define a global account hierarchy, the Global Accounts Hierarchy List view displays that hierarchy. If you define a hierarchy and use EIM to import records, the accounts are not displayed in the Global Accounts Hierarchy List view unless you update the global account hierarchy. To update the global account hierarchy, select the account hierarchy record, then click Update Hierarchy.

If you do not define a global accounts hierarchy, the Global Accounts Hierarchy List view displays the account hierarchy based on the Parent fields of the accounts. If you do not define a hierarchy and use EIM to import records, the accounts are displayed in the Global Accounts Hierarchy List view based on the Parent fields of the accounts.