Match Company Siebel

Match Company Siebel

First, start by clicking the customer NAME.

​


Next, remove the company REG number.


Then click “Match Company”


On the pop up that shows, select the correct company and press “OK”




It will pop an error after this saying “a company with the same registration number already exists” but you can just press OK on that too.

Because we’ve matched company via SI we also need to vet here, start by scrolling to the bottom of the page and clicking the order number.


Then click “Line Items”


Then “Credit Vet”, the page will load for a moment then stop loading, once the loading icon is gone, f5 the page and go back into your order, the result should now show.





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