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Associating an Agreement with an Order in Siebel Energy (End User)


End users can associate agreements with orders.

To associate an agreement with an order

  1. Navigate to the Sales Orders screen, then the List view or to the Service Orders screen, then the List view.
  2. Add a new record to the list, and complete the necessary fields.

    To access more fields, click the show more button in the form.

  3. In the Agreement Name field, select an agreement in the dialog box, and click Submit.
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