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Process of Managing Advanced Contracts

This sample process represents the tasks that are carried out in the Scenario for Advanced Contracts.

Administrator Procedures

Refer to the Agreements chapter in Siebel Field Service Guide for procedures specific to administrator tasks. In addition, the following procedures are specific to Advanced Contracts.

• Creating Term Templates
• Creating Benefit and Condition Templates

The Contracts administrator is also responsible for setting up workflows. See About Workflows for Advanced Contracts.

End-User Procedures

Refer to the Agreements chapter in Siebel Field Service Guide for procedures specific to End-User tasks. In addition, the following procedures are specific to Advanced Contracts.

• Adding Terms to Agreements
• Adding Benefits to Agreements
• Adding Conditions to Benefits
• Verifying Compliance