How do I define organization name, accounts, and sites?
Here are the steps to define organization name, accounts, and sites:
- Navigate to the Setup and Maintenance.
- Search and select the Manage Customers task.
- On the Manage Customers page, click Create.
- On the Create Organization Customer page, enter the required information in the
Account Address section.Note: The information in the Account Address section must match the information defined for Customer Account Site in the Manage Set Assignments for the Business Unit section.
- Click Save and Close.
- To enter more accounts for a customer, click Create in the Account section and enter the required information on the Create Account page.
- Click Save and Close.
- To add sites associated with the account have created, click Create in the Sites section and enter the required information on the Create Account Sites page.
- Ensure that there's at least one site with the Purpose set as Bill to or Bill to and Ship to.
- Click Save and Close.