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Process of Setting Up Agreements

The following list shows the procedures that administrators typically perform to set up agreements using Siebel Field Service. Your company may follow a different process according to its business requirements.

Administrator Procedures

To set up agreements, perform the following procedures:

1. Defining Pricing for Agreements
2. Setting Up Agreement Renewal
3. Setting Up Agreement Validation
4. Setting Up Agreement Approval
5. Creating Agreements from Orders and Quotes
6. Configuring Data Maps to Copy Specified Items
7. Creating an Opportunity and Quote from an Agreement Line Item Renewal
8. Adding Assets to Agreement Line Items
9. Creating Revenue Plan Templates
10. Creating Term Templates
11. Running Charge Plans Using Workflows