1. Order Management Guide Addendum for Fleet Management
  2. Adding Accounts for the Location

Adding Accounts for the Location

When you created the location record, you added the account that owns the location. Next, you add all accounts that are tendering parties who use this location.

When the customer service representative adds the origin, destination, or other stops for an order, the Siebel Orders for Fleet Management displays only locations associated with the tendering party. Thus, you must add all tendering parties who use this location, so the customer service representative can choose the location as stops in their orders.

With the preconfigured Siebel Orders for Fleet Management application, all the stops for an order display only locations associated with the tendering party for the offer. Thus, you must add the accounts for all tendering parties who use the location, to allow the location to be used in orders from those tendering parties.

For example, if the location is a warehouse that is owned by a third-party retailer and that is used by a number of your accounts as tendering parties, you enter the third-party retailer as the owner account in the location record, and you enter all the accounts that use the warehouse in this Accounts list.

To add an account

  1. Click the Accounts view tab.

  2. Click Add.

  3. In the Add Accounts dialog box, select the appropriate account, and click OK.