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Converting a Quote to an Agreement
Rather than converting a quote to an order, you can convert a quote to an agreement. There are a number of reasons that you would create an agreement from a quote:
- To create recurring service contracts that identify terms and conditions, including service level agreements and payment terms.
- To create of pricing contracts that identify sets of products and services and associated pricing for future purchases.
For more information about agreements, see Siebel Field Service Guide.
To convert a quote to an agreement
- Navigate to the Quotes screen.
- In the Quotes list, locate the quote you want to work with and drill down on the Name hyperlink.
- Review the line items and related details and make sure they contain the correct information.
- Click the Agreements view tab.
- Click AutoContract.
An agreement is created from the quote, and appears in the Agreements list.
- To work with the agreement, drill down on the agreement number.
The Agreements Screen, Line Items view appears.
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Siebel Order Management Guide Published: 18 April 2003 |