Siebel eAutomotive Guide > Working with Accounts > End-User Procedures >

Associating a Vehicle with an Account by Relationship

When a vehicle is associated with an account through the Vehicle Summary screen, the vehicle is associated with the account through the relationship specified in the Vehicle Summary screen.

When an account is associated with one or more vehicles that they have not purchased, the vehicle is associated with an account by relationship. For example, the account is the lessor, or provides insurance or financing for the vehicle, but the account does not own the vehicle.

To associate a vehicle with an account by relationship

  1. Navigate to the Accounts screen.
  2. Select an account in the Accounts list.
  3. Click the Vehicles view tab.
  4. In the Related Vehicles list, click New.
  5. In the Pick Vehicles dialog box, select a vehicle.
  6. Complete the fields as needed.

NOTE:  A vehicle can also be associated with an account through the Summary view of the Vehicles screen. In the Account list on the Summary view, select a vehicle and set the relationship.


 Siebel eAutomotive Guide 
 Published: 18 April 2003