Managing Deposits for Siebel Consumer Goods

As a Van Sales representative, you might want to deposit payments you have collected during the day or view a history of all the deposits that you made. When you do so, you can record or review the information on your mobile device.

The following procedures related to deposits and deposit management are included in this topic:

• "Displaying Undeposited Payments"

• "Depositing Payments"

• "Viewing Deposit History"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Consumer Goods.

  
  

Displaying Undeposited Payments

From the Deposits view, sales representatives see a list of undeposited payments collected during the business day and a deposit history list of deposits made.

To display undeposited payments 

1. Tap Side Menu and then tap Deposits to display the following:

   • The Deposits view showing the deposit account details, the Undeposited Payments list, and the Deposited History list in the main pane or work area.

   • The calendar in the side pane showing the call scheduling information.

2. Navigate to the deposit account that you want using the Next and Previous buttons in the main pane.

   All details for the selected deposit account appear in the main pane.

Depositing Payments

You deposit a payment by using the Deposits view. From the Deposits view, sales representatives select undeposited payment records and generate an actual deposit, creating a link between payment and deposit.

To deposit payments 

1. Tap Side Menu and then tap Deposits to display the following:

   • The Deposits view showing the deposit account details, the Undeposited Payments list, and the Deposited History list in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. To deposit a payment:

   1. Navigate to the deposit account that you want using the Next and Previous buttons in the main pane.

      All details for the selected deposit account appear in the main pane.

   2. Tap the down arrow next to Undeposited Payments in the main pane, and then select a record from the Undeposited Payments list.

      Select one or more records as required. Select a record by selecting the check box in the Select field. Use Select All to select all records. Use Deselect All to deselect all records.

   3. Tap New (the plus (+) icon) in the main pane and then enter the following information about where you want to deposit the payment as required:

      Bank Account Number, Bank Check Number, Bank Name (this is a required field), Bank Routing, Comments, and Deposit Date.

      Alternatively, tap Previous and Next in the main pane to navigate to the account where you want to deposit the payment.

   4. Tap Deposit to record the deposit payment.

Viewing Deposit History

The following procedure shows you how to view the deposit history of deposits made. Shows the deposit history information of deposits made. For more information, see "Viewing Deposit History"

To view the deposit history  

1. Tap Side Menu and then tap Deposits to display the following:

   • The Deposits view showing the deposit account details, the Undeposited Payments list, and the Deposited History list in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Navigate to the deposit account that you want using the Next and Previous buttons in the main pane.

   All details for the selected deposit account appear in the main pane.

3. Tap the down arrow next to Deposit History in the main pane.

   The Deposit History list appears. The Deposit History list is read-only.