Siebel Field Service Guide > Agreements and Entitlements >

Roadmap for Administering Agreements

The following list shows the tasks and processes that administrators typically perform to administer agreements. Your company might follow a different roadmap according to its business requirements.

To administer agreements, administrators perform the following tasks and processes:

• Defining Pricing for Agreements
• Setting Up Renewal for Agreements
• Process of Setting Up Agreement Validation
• Setting Up Approval for Agreements
• Creating Agreements from Orders and Quotes
• Configuring Data Maps to Copy Specified Data
• Allowing Automatic Creation of Renewal Quotes and Opportunities
• Adding Multiple Assets to Agreement Line Items
• Creating Revenue Plan Templates
• Creating Term Templates
• Running Charge Plans for Agreement Line Items Using Workflows