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Adding Agreement Terms and Generating Totals in Siebel Energy (End User)

Agreement terms include information such as payment method, shipping charges, and credit card number. Agreement totals summarize the charges relating to the service for which the agreement is created.

To add terms to an agreement and generate a total

  1. Navigate to the Agreements screen.
  2. From the Show drop-down list, select All Agreements.
  3. In the Agreements list, select an agreement.
  4. Click the Terms & Totals view tab.
  5. In the Terms & Totals form, complete the necessary fields.

    The agreement totals are calculated automatically and displayed in the Totals form. The Products field and Services field amounts equal the Total Extended Price for Products and the Total Extended Price for Services, respectively. The Total field displays the total price for the shipment.

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