Siebel Applications Administration Guide > Accounts >

Creating an Account

After you identify a business relationship, you add an account to your Siebel application. As the business relationship develops, you can update the account to track important details, such as individual contacts, opportunities, and service requests.

Before you add a new account, search the accounts list to make sure that the account does not already exist.

To create an account

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts List, create a new record, and complete the necessary fields.
3. Drill down on the record and click the view tabs to complete more fields.

   Some fields are described in the following table.

   Field	Comments
   Account Name	A required value that identifies the account.
   Account Team	Employees assigned to work with this account. If a call center user is not a member of the Account Team, that user will not receive information about this account during the Mobile Web Client synchronization.
   Account Type	A list of values established by your company defines the type of account. Default values include Commercial, Competitor, Consultant, and Customer.
   Address	First line of account address. This value appears in some Contacts screen views, as well as Account screen views, for contacts that are associated with this account.
   Address Line 2	Second line of account address. This value appears in some Contacts screen views, as well as Account screen views, for contacts that are associated with this account.
   Assignment Area Code	Displays an area code for the account. This indicates that a sales representative from the same area code should be assigned to the account.
   Assignment Country Code	Displays a country code for the account. This indicates that a sales representative from the same country code should be assigned to the account.
   Competitor	A check box which, when selected, indicates the account is a competitor.
   Current Volume	Displays a monetary amount that represents the account's current sales volume.
   Disable Cleansing	A check box which, when selected, does not allow data cleansing.
   Domestic Ultimate DUNS	Displays the D-U-N-S number for the domestic ultimate, which is the highest member in the hierarchy for the same business entity within the same country. A case can be its own domestic ultimate.
   DUNS#	The Data Universal Numbering System (D-U-N-S) numeric serial number for a company. The D-U-N-S number is unique for each company.
   Expertise	A list of values established by your company that defines the area of expertise for the account. Default values include Technology, Quality Control, and Client Management.
   Global Owner	Displays the ID of the team member who is the global account owner. In cases of multi-national or global companies, this designates one main account team member to oversee the account.
   Global Ultimate DUNS	Displays the D-U-N-S number for the global ultimate, which is the highest member in the hierarchy for the same business entity worldwide.
   Industries	Types of business engaged in by the account.
   Inventory Location	Displays the physical location of the inventory.
   Location Type	Type of facility operated by the account at the specified site.
   Lock Assignment	A check box which, when selected, locks the sales team assignment from reassignment by Siebel Assignment Manager.
   Organization	Displays the name of the organization with which the account is associated in your Siebel application.
   Parent	Displays a parent account if the account is a subsidiary of a larger company.
   Parent/HQ DUNS	D&B number for the account's parent account.
   Parent Site	Location of the company of which the account is a subsidiary.
   Partner	A check box which, when selected, indicates the account is a business partner.
   PO Approved	A check box which, when selected, indicates the Purchase Order (PO) has been approved.
   PO Auto-Approval Limit	The amount for which a Purchase Order can be automatically approved.
   Potential Volume	Displays a monetary amount that represents the account's potential sales volume.
   Price List	Displays a price list associated with the account. Your application administrator establishes price lists based on criteria defined by your company.
   Reference	A check box which when selected indicates the account offers a reference for your company's products or services.
   Reference Date	Displays the date when the account first became a reference.
   Shipping Info	A text field for additional shipping details.
   Shipping Terms	A list of values established by your company that defines the terms for shipping. Default values include Due, FOB, TBD, and No Charge.
   Site	Location of the account.
   Stage	A list of values established by your company that defines the account stage according to your sales or other methodology. Default values include Project Planning and Strategy, Analysis and Design, Testing and Production Pilot, Rollout, and On Hold.
   Status	A list of values established by your company that defines the account status. Default values include Active, Contract Pending, Gold, and Inactive.
   Synonyms	Displays a synonym for the account. Text field for alternate names for the account. For example, an account record for International Business Machines might have IBM as an entry in the Synonym field. Helpful when querying or when using Siebel Data Quality.
   Territory	Sales territory associated with the account.
   URL	Displays the Universal Resource Locator (URL) for the account Web site.

NOTE:  When a company changes names or merges with another company, you must transfer account names and contacts to the new account name. For help renaming an account, create a service request (SR) on OracleMetaLink 3.