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

1. From the application-level menu, choose Navigate > Site Map > Agreements > Agreement List.
2. Select the agreement you want to associate with a financial account.
3. Click the show more button.
4. In the Financial Account field, select a financial account.
5. Navigate to the Financial Accounts tab > Financial Account List.
6. Drill down on the financial account you selected in Step 4.
7. Click Agreement to see the associated agreement.