Siebel Applications Administration Guide > Accounts >

Creating an Account

After you identify a business relationship, you add an account to your Siebel application. As the business relationship develops, you can update the account to track important details, such as individual contacts, opportunities, and service requests.

Before you add a new account, search the accounts list to make sure that the account does not already exist.

NOTE:  When a company changes names or merges with another company, you must transfer account names and contacts to the new account name. Contact your implementation team for more information about how to rename an account. For help renaming an account, create a service request (SR) on My Oracle Support.

To create an account

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the Accounts List, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account Name	Type a name that identifies the account.
   Site	Type the location of the account.
   Parent	Select a parent account if the account is a subsidiary of a larger company.
   Status	Select the account status. Default values include Active, Contract Pending, Gold, and Inactive.
   Account Type	Select the type of account. Default values include Commercial, Competitor, Consultant, and Customer.
   Account Team	Select the employees assigned to work with this account. If a call center user is not a member of the Account Team, that user does not receive information about this account during the Mobile Web Client synchronization.
   Address	Select or type the first line of account address. This value appears in some Contacts screen views and Account screen views for contacts that are associated with this account.
   URL	Type the Universal Resource Locator (URL) for the account Web site.

3. Drill down on the Name field of the record, and click the More Info view tab to complete more fields.

   Some fields are described in the following table.

   Field	Comments
   Industries	Select the types of business engaged in by the account.
   PO Approved	Select the check box to indicate the Purchase Order (PO) has been approved.
   PO Auto-Approval Limit	Type the amount for which a Purchase Order can be automatically approved.
   Shipping Information	Type text for additional shipping details.
   Shipping Terms	Select a value for the terms of shipping. Default values include Due, FOB, TBD, and No Charge.
   Price List	Select a price list associated with the account. Your application administrator uses criteria your company defines to establish price lists.
   Organization	Displays the name of the organization with which the account is associated.
   Current Volume	Type a monetary amount that represents the account's current sales volume.
   Potential Volume	Type a monetary amount that represents the account's potential sales volume.
   Synonyms	Select a synonym for the account. Use this field for alternate names for the account. For example, an account record for International Business Machines might have IBM as an entry in the Synonym field. This field assists in querying or in using Siebel Data Quality.
   Partner	Select the check box to indicate the account is a business partner.
   Competitor	Select the check box to indicate the account is a competitor.
   Disable Cleansing	Select the check box to not permit data cleansing.
   Territories	Select a sales territories associated with the account.
   Lock Assignment	Select the check box to lock the sales team assignment from reassignment by Siebel Assignment Manager.
   Assignment Area Code	Type an area code for the account. This code indicates that a sales representative from the same area code can be assigned to the account.
   Assignment Country Code	Type a country code for the account. This code indicates that a sales representative from the same country code can be assigned to the account.
   DUNS#	Displays the Data Universal Numbering System (D-U-N-S) numeric serial number for a company. The D-U-N-S number is unique for each company.
   Parent/HQ DUNS	Displays the D-U-N-S number for the account's parent account.
   Domestic Ultimate DUNS	Displays the D-U-N-S number for the domestic ultimate, which is the highest member in the hierarchy for the same business entity within the same country. A case can be its own domestic ultimate.
   Global Ultimate DUNS	Displays the D-U-N-S number for the global ultimate, which is the highest member in the hierarchy for the same business entity worldwide.
   Reference	Select the check box to indicate the account offers a reference for your company's products or services.
   Reference Stage	Select a value for the account stage according to your sales or other methodology. Default values include Project Planning and Strategy, Analysis and Design, Testing and Production Pilot, Rollout, and On Hold.
   Referenceable as of	Select the date that the account first became a reference.

4. Click other view tabs to complete more fields.

   Some fields are described in the following table.

   Field	Comments
   Address Line 2	Type the second line of account address. This value appears in some Contacts screen views and Account screen views for contacts that are associated with this account.
   Expertise	Select the area of expertise for the account. Default values include Technology, Quality Control, and Client Management.
   Global Owner	Displays the user ID of the team member who is the global account owner. In cases of multi-national or global companies, this field designates one main account team member to oversee the account.
   Inventory Location	Type the physical location of the inventory.
   Location Type	Select the type of facility operated by the account at the specified site.
   Parent Site	Displays the location of the company of which the account is a subsidiary.