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Associating an Agreement with an Order in Siebel Energy (End User)

End users can associate agreements with orders.

To associate an agreement with an order

  1. Navigate to the Orders screen.
  2. In the link bar, click Sales Orders list or Service Orders list.
  3. Add a new record to the Sales Orders or Service Orders list and complete the necessary fields. To access more fields, click the show more button in the form.
  4. In the Agreement Name field, select an agreement in the dialog box, and click Submit.
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