Agreements and entitlements may be used by customer service representatives, field service representatives, service managers, account managers, support renewal agents, and contract administrators. Agreement and entitlement data is stored in agreement and entitlement records that must be created, associated with other records, revised, examined, and printed.

For further procedures and information related to agreements and entitlements, see Siebel Applications Administration Guide and Siebel Field Service Guide.

This chapter includes the following topics:

• About Agreements and Entitlements in Siebel Communications
• Scenarios for Agreements and Entitlements in Siebel Communications
• Setting Up Templates for the Auto Document Feature of Siebel Communications
• Adding an Agreement in Siebel Communications (End User)
• Adding Agreement Terms and Generating Totals in Siebel Communications (End User)
• Creating and Printing an Agreement Document in Siebel Communications (End User)
• Associating an Agreement with an Order in Siebel Communications (End User)
• Associating an Agreement with a Service Item in Siebel Communications (End User)
• Revising an Agreement in Siebel Communications (End User)
• Viewing Agreement Details in the Explorer in Siebel Communications (End User)