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Setting Up Accounts and Contacts for Order Management

The way you set up accounts will affect how users enter shipping and payment information in quotes and orders.

When accounts have multiple locations, they can be set up in one of two ways:

• Single account for all addresses. You can create one account and enter multiple addresses entered on the Bill To/Ship To view tab.
• Separate accounts, one for each address. When you set up separate accounts for each address, you must create an account hierarchy, where one account is the parent account for the other locations.

Consider which account setup is better for your business, so that you can ship to and bill customers correctly. Consider how the account is implemented in your back office, so that you can keep information updated between the two applications.

The account setup you choose will impact the implementation of your organization's order management processes, as follows:

• Single account for all addresses. The account is the same in all places on the Payment and Fulfillment screens. You can select the appropriate addresses for billing and shipping. The address fields on quote and order default to the address specified as "Primary" in the Addresses view tab for the account.
• Separate accounts, one for each address. You can select different accounts as the bill-to and ship-to entities on the Payment and Fulfillment screens in order to ship to those addresses.

The contacts that you associate with accounts determine the contacts that you can select in quotes and orders. Make sure that you attach the contacts to accounts that you want to have available to users when they create orders.

Use the Account screen to enter accounts and attach contacts to them. For more information about entering accounts and their contacts, see Siebel Applications Administration Guide.

This task is a step in Roadmap for Setting Up Order Management.