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Siebel Field Service Guide > Agreements > Agreements Screen >
Line Items View
The Line Items view records a description of each product sold or provided under a selected service agreement. Table 48 describes items in this view.
Table 48. Selected Items in the Line Items View
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Asset # |
Number of an asset associated with the product described in this line item record, or the number of an asset for a different product, used for asset-based pricing. For more information, see Defining Asset-Based Pricing. Specifying an asset of the product described in the line item is appropriate, for example, when specifying a trade-in. This case can include a discount available only for trade-ins. |
Entitle |
Menu command and button. Automatically associates entitlements (from entitlement templates) with the product described in the selected line item. Selecting a second time associates any new entitlements, but does not update entitlements that are already associated. For more information, see Entitlement Templates View and Products Subview. |
Product |
Product for this line item. Can be a service product. |
Reprice |
Menu command. Calculates the price for the selected line item, based on the associated price list and pricing procedure. |
Reprice All |
Menu command and button. Calculates the price for all line items, based on the associated price list and pricing procedure. |
Renewal |
Button that displays when the Renewal Escalator subview is selected. For more information, see Setting Up Agreement Renewal. |
Totals Subview
The Totals subview displays the total price, before tax and shipping charges, for the agreement line items and applied discounts. To see this subview, click the Totals subview tab. Line Item Attributes Subview
If the product is customizable, the product attributes appear in this subview. To see this subview, click the drop-down list in the Totals subview and select Line Item Attributes. Line Detail Subview
The Line Detail subview contains additional fields that define an agreement line item. Some fields are filled in automatically with the product selected in the Line Items view. Table 49 describes items on the Line Detail subview.
Table 49. Selected Items in the Line Detail Subview
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Asset # |
The number of an asset to use. For more information, see Process of Setting Up Agreements. |
Discount % |
A discount percentage applied directly to the selected line item. |
Net Discount % |
A calculated field whose value is equal to (Start Price - Discount Amount) / Start Price. |
Discount Amount |
A discount amount applied directly to the selected line item. |
Usage Asset # |
Number of the asset to use for billing of usage. For more information, see Charge Consolidation Plans View. |
Line # |
Number assigned to each line item in the Line Items view, starting with 1. |
Sequence |
Indicates the hierarchical relationship of line items. |
Renewal Escalator Subview
The Renewal Escalator subview is used to create and modify renewal terms of agreement line items. When the Renewal Escalator subview tab is selected, a Renewal button is available in the Line Items view for manual renewal of line items. Alternatively, you can automate the renewal process using the FS - Agreement Renewal workflow. See Workflow to Automatically Renew Agreement Line Items for more information. Table 50 describes items on the Line Detail subview.
Table 50. Selected Items in the Renewal Escalator Subview
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Start Date |
The start of agreement line item renewal. |
End Date |
The end of the agreement line item renewal. |
Status |
The status of the renewed agreement when it is created. |
Line Price Adjustment Type |
The adjustment type of the main agreement line item. |
Line Price Adjustment Amount |
The amount by which the line item price should be adjusted. |
NRC Adjustment Type |
The adjustment type of the NRC for the main agreement line item. |
NRC Adjustment Amount |
The amount by which the line item NRC should be adjusted. |
RC Adjustment Type |
The adjustment type of the RC for the main agreement line item. |
RC Adjustment Amount |
The amount by which the line item RC should be adjusted. |
Use Plan |
The new use plan to be used for the renewed line item. |
Invoice Subview
The Invoice subview displays all of the invoices associated with a line item. These records are automatically produced by the Charge Consolidation Engine (Invoice Engine) when the user clicks the Auto Invoice button or when the engine is invoked using a workflow.
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