Posted by: Ashish Kumar | May 28, 2008

How can Accounts be viewed after importing them through the Data Integration Manager (EIM)?


 In order to see imported accounts using the views in the Account screen, a primary position must be assigned to each account. This can be accomplished in a number of ways:

1. Through the user interface:
After importing accounts through the Data Integration Manager (EIM), log on to the application using the administrator username and password and navigate to Screens > Marketing Administration > Accounts in Siebel eBusiness Applications, MidMarket Edition version 6.x or Siebel Workgroup Applications version 5.x. In Siebel eBusiness Applications, MidMarket Edition version 7.x, navigate to Site Map > Data Administration > Accounts

This will display either the ‘Account Administration View’ for Siebel eBusiness Applications, MidMarket Edition version 6.x and version 7.x or the ‘Account Administration View (SWG)’ for Siebel Workgroup Applications version 5.x. All accounts will be displayed regardless of whether or not a position is assigned to an account.

Select the account and in the ‘Account Team’ multi value field (MVF), add the required position. Employees holding this position can view this account in the Account Screen.

2. Using Assignment Manager:
Positions can be assigned to accounts using Assignment Manager. Assignment Manger must be run in batch mode, specifying the Account assignment object. A territory rule must be defined for the Account assignment object, identifying which positions are to be assigned to the accounts.

3. Using EIM:
Import positions into S_ACCNT_POSTN via S_ACCOUNT_IF (in Siebel Workgroup Applications version 5.x) or EIM_ACCOUNT (in Siebel eBusiness Applications MidMarket Edition version 6.x and version 7.x).
In Siebel eBusiness Applications MidMarket Edition version 6.x and version 7.x, an explicit primary position can be set using the primary column. For example, in EIM_ACCOUNT table, the ACC_PR_POSTN column when set to “Y”, will be used to set the primary position in the account in S_ORG_EXT.PR_POSTN_ID.

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