Siebel Energy Guide > Agreements and Entitlements in Siebel Energy >

Adding an Agreement in Siebel Energy (End User)

End users can add an agreement record to the Siebel Energy database.

To add an agreement

1. Navigate to the Agreements screen.
2. In the Agreements list, add a new record and the necessary fields in the record and the More Info form. To access more fields, click the show more button in the form.

   Some fields are described in the following table.

   Field	Comments
   Account	Name of the account that the agreement covers. If multiple accounts are associated with this agreement, the primary account is visible in the form.
   Agreement #	Agreement number. Automatically generated, unique ID, which cannot be changed or updated.
   Approver	A member of the agreement team who is authorized to approve the agreement.
   Effective	The date on which the agreement becomes effective. This field is for information only.
   End	The date the agreement expires.
   Name	User-assigned name for the agreement.
   Parent Agreement	If the current agreement is a subagreement or child agreement, this field identifies the master or parent agreement.
   PO#	Purchase order number.
   Revision	Revision number of the agreement. The value is set to 1 when the agreement is created and is incremented whenever the agreement is revised.
   Service	Indicates that this is a service agreement.
   Start	The date on which agreement functionality begins.
   Team	People working on the agreement.
   Valid	Indicates that the agreement is valid. This field is checked when entitlements are considered and when preventive maintenance actions are initiated.
   Vendor	Name of vendor who originally sold the agreement.