Adding a Financial Account

The following procedure describes how to add a financial account in Siebel Automotive.

This task is a step in Process of Administering Financial Accounts.

To add a financial account

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

  2. Create a record.

  3. Complete the fields as necessary.

    Some fields are described in the following table.

    Field Description

    Status

    The Accounts status. Specifying Open allows the financial account to appear in Siebel Automotive.

    Account #

    User-assigned number.

    Product

    Indicates the product associated with the account. This selection populates the Type field.