Siebel Consumer Goods Guide > Managing Accounts >

Creating or Modifying Accounts

When implementing the Consumer Goods application, you might decide to import account-related information from another database in your company and avoid entering this information manually. However, when you add new customers and when your existing customers add new retail outlets, you might need to create new accounts manually.

Before you create an account, find out if you already have the account information in your database so that you do not enter information more than once. To determine if the account already exists in your database, query for values such as the company name, contact information, customer number, telephone number, or any other unique identifier.

As an administrator, you can create addresses for accounts. Later, you or end users can associate these addresses with the appropriate accounts. You can also edit existing addresses. Be careful when editing an existing address because the address for all accounts and contacts that are associated with that address also changes. For more information about querying your database for accounts, see Siebel Fundamentals.

Verifying if an account exists can be done automatically if deduplication is active. For more information about deduplication, see Siebel Data Quality Administration Guide.

This task is a step in Process of Managing Accounts.

To create an account

1. Navigate to the Administration - Data screen, then the Account List view.
2. Create a new record.
3. Drill down on the Account field hyperlink and click the More Info view tab.
4. Complete the necessary fields.

   The following table describes some fields.

   Field	Comments
   Address	An account can have multiple addresses. Click the select button to access the Account Addresses dialog box, where you can select an existing address or create a new one. Select the Primary field in the dialog box to specify the primary address. You can edit an existing address in the Account Addresses dialog box. However, changing this address also changes every instance of the address for all the other accounts and contacts that are associated with it.
   Account Team	A list of employees who work with this account. This list determines who can access information about the account. The system administrator can determine the primary team member, or the person who creates the account record can be the primary team member.
   Account Name	The name of the Account.
   Site	A description of the physical location or function of the account, such as headquarters, corporate, or San Francisco.
   Parent	The parent account of the account. For more information, see Setting Up Account Hierarchies.
   Industries	The type of industry in which the account is involved, for example, manufacturing or service. You can enter multiple industries in this field.
   Price List	The account specific price list, for example, Consumer Price List or North American Price List.
   Buying Group	Select this check box if the account serves as a buying group for other accounts. For more information, see About Buying Groups.
   Account Type	The type of account, for example, HQ, Distributor, or Retailer. This field determines the account Profile form layout. Use Siebel Tools to configure the Profile form. For more information, see Profiling Accounts.
   Synonyms	A preferred way to refer to accounts and associated sites. For example, an account named A and B Products, Inc. might have the following synonyms: AB, A and B, and AB Products.
   Partner	Select this check box if the account is a partner.
   Competitor	Select this check box if the account is a competitor.
   Status	The status of the account, for example, Active or Prospect.
   Disable Cleansing	Select this check box to disable cleansing for the account. For more information, see Siebel Data Quality Administration Guide.
   Fund Eligible	Select this check box to indicate that users can associate the account with a fund.
   Lock Assignment	Provides information for the Territory Assignment program. If you select Lock Assignment, the Territory Assignment program does not automatically change the account team for the account.
   Assignment Area Code	If you use area codes in your account assignment process, enter an area code. The Assignment Area Code value determines the area code that the Territory Assignment program uses to assign this account or subaccount.
   Assignment Country Code	If you use country codes in your account assignment process, enter a country code. The Assignment Country Code value determines the country code that the Territory Assignment program uses to assign this account or subaccount.