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Process of Creating Agreements

The following list shows the procedures that end users typically perform when creating and defining agreements using Siebel Field Service.

End-User Procedures

To create and define agreements, perform the following procedures:

  1. Defining Agreements
  2. Defining Charge Plans for Agreement Line Items
  3. Defining Conditional Charge Plans for Agreement Line Items
  4. Managing Agreement Line Item Revenue
  5. Creating Documents for Agreements, Quotes, and Orders
  6. Adding Agreement Terms to Agreements
  7. Using Co-Terms
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