Creating an Account Site

Use this procedure to add a site to an existing account.

You can create an account site:

Prerequisites

This table describes some terms in the pages used for this procedure.

Selected Terminology

Term Description
Identifying Address: You can designate one address per party as an identifying address.

To create an account site using an existing address:

  1. Navigate to the Create Account Site page.

  2. Select an address for the account site.

  3. Enter account site details and business purposes.

To create an account site by creating an address:

  1. On the Create Account Site page, click Create Address.

  2. Enter account site address, business purposes, and other details.

    Note: Select Primary, if a business purpose is the primary one for this account site. Only one instance of a site use type can be active and primary for an operating unit.

Related Topics