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Using the Task UI Application to Add Assets to Agreements (End User)

This topic includes an example procedure with steps that you perform to execute the Assets to Agreements task. For more information, see About Using the Task UI Application to Add Assets to Agreements.

This task is a step in Process of Managing Siebel Advanced Contracts.

To execute an Assets to Agreements task

1. Navigate to the Assets screen, then the List view.
2. Click Task.
3. In the Task UI pane, click Assets to Agreement.
4. In the Review Address and Details screen, review and adjust any necessary fields.
5. In the Identify Agreement screen, create a new agreement.
6. In the Agreement Details screen, complete or verify the information for the agreement, and click Next.
7. Select a service package to add to the agreement.
8. Verify or change the service agreement details.
9. Decide whether you want to add or remove assets to the service package:
   • If yes, then click Next to add or remove assets that the service package covers.
   • If no, then click Next to continue in the task.
10. Decide whether you want to add a charge plan to the agreement:
    • If yes, then click Next to enter charge plan details.
    • If no, then click Next to continue in the task.
11. In the Service Package Summary screen, review the details of the package.
12. In the Add Service Package screen, select from the following options:
    • Create new line item
    • Use an existing line item
    • Continue
13. In the Add Agreement Terms screen, create a new record, and query for the appropriate term.
14. In the Submit Agreement for Approval screen, submit the agreement for approval or continue.

    If you submit an agreement for approval, then verify the information on the Agreement Approval History screen.

15. In the Generate Agreement Document screen, click Submit.