Adding Addresses to an Account

You can add multiple addresses to account records. These addresses are used in various ways in your Siebel application, such as specifying bill destinations in billing profiles that are associated with the account. You can designate different types of addresses, with different start and end dates for each address. For example, you can designate seasonal and temporary addresses that are valid between specific dates.

To add addresses to an account

  1. Navigate to the Accounts screen, then the Accounts List view.

  2. Drill down on the name of the account.

  3. Click the Addresses view tab.

  4. For each address, add a new record, and complete the fields, as necessary.

    Some fields are described in the following table.

    Field Comments

    Primary

    Select this check box to indicate the address is the primary address for the account. This address record populates the visible address fields that appear in the primary account record and the account header.

    Active

    Select this check box to indicate that the address is active and available for selection in account records.

    Type

    Select the type of address. This field categorizes the address for various account management functions. Values include Bill To, Ship To, Pay To, Pay From, Legal Entity, Billing Address, Mailing Address, Seasonal, and Temporary.

    Start Date

    Select the start date for the address.

    End Date

    Select the end date for the address.

    The Start Date and End Date fields are required for addresses with values of Seasonal and Temporary in the Type field. Seasonal addresses define alternate, seasonal billing addresses in the integration of Siebel Energy with Oracle Utilities Customer Care and Billing. For more information, see Customer Data Mapping from Oracle Utilities Customer Care and Billing to Siebel Energy.