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About Adding Financial Accounts

In Siebel Automotive, administrators can add financial accounts from the Financial Accounts screen. In many companies, Siebel Automotive is not an organization's primary system of record for financial accounts. Typically a system administrator will load financial account information from another system into Siebel Automotive.

For more information on uploading financial account information into Siebel Automotive, see Siebel Enterprise Integration Manager Administration Guide.

NOTE:  Financial account records must be associated with at least one contact when they are created. If a financial account is not associated with a contact when it is created, the account will not appear in the Financial Accounts screen.