Siebel eFinance Guide > Commercial Loans > Administrator Procedures >

Associating a Facility with a Financial Account

After a facility is approved, administrators can use Siebel eFinance to create a facility in the Financial Account screen. After the financial account for the approved facility is created, the administrator must also associate the new financial account with the approved facility. This makes certain that the next time a user chooses the approved facility, the loan information will automatically be populated from the financial account screen. The administrator can also set the status of the facility in this view. If the facility is closed, the administrator must change the status to Closed so that the facility is not available for end users to select.

To associate a facility with a financial account

  1. From the application-level menu, choose View > Site Map > Finance Administration > Commercial Loan.
  2. Click the Facility Financial Account Administration view tab.
  3. In the Facility Financial Account Administration list, select the status for the facility in the Status field.
  4. Scroll over to the Account Number field, and select the financial account number to associate with the facility.

    NOTE:  If the financial account does not exist, add it. For more information about adding a financial account, see Financial Accounts.


 Siebel eFinance Guide 
 Published: 20 October 2003