Siebel Automotive Guide > Managing Lease and Loan Accounts >
Associating a Financial Account with a Lease or Loan Agreement
Use this procedure to associate a financial account with a lease and loan agreement. To associate a lease or loan agreement information with a financial account
- From the application-level menu, choose Navigate > Site Map > Agreements > Agreement List.
- Select the agreement you want to associate with a financial account.
- Click the show more button.
- In the Financial Account field, select a financial account.
- Navigate to the Financial Accounts tab > Financial Account List.
- Drill down on the financial account you selected in Step 4.
- Click Agreement to see the associated agreement.
|