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Associating an Agreement with a Service Item in Siebel Energy (End User)

End users can associate agreements with service items so that they can track detailed agreements at the item level of a product bundle.

To associate an agreement with a service item

1. Navigate to the Quotes screen, then the List view.
2. Drill down on the name of the quote.
3. Click the Line Items view tab, and complete the following steps in the Line Items view:
   1. In the Line Items list, add a record, and complete the necessary fields for the service to order.
   2. In the Product field, select a product.

      NOTE:  The dialog box contains only those products with the Track as Asset field selected in the Administration - Product screen, More Info view.

   3. Click Line Details in the link bar.
   4. In the Line Item Detail form, select an agreement in the Agreement Name field.
4. Click the Orders view tab, and complete the following steps in the Orders view:
   1. Click Sales Order or Service Order.
   2. Complete the necessary fields in the order.
   3. Drill down on the order number of the order.

      The Sales Orders screen appears.

5. In the Sales Orders screen, complete the following steps:
   1. Verify that the line items from the quote appear.
   2. In the Price List field, select a price list.
   3. Click Submit to submit the order and change its Status field value to Open.