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Adding Benefits to Agreements

Once the agreement has been created, the account manager creates specific benefits for the agreement. In this example as described in Scenario for Advanced Contracts, the benefit is a rebate.

To create a benefit for an agreement

1. Navigate to the Agreements screen in Siebel Medical, and select the agreement.
2. Click the Entitlements view tab.
3. Select an Entitlement or create a new Entitlement.

   NOTE:  Benefits and conditions are instantiated with entitlements.

4. Click the Benefits view tab.
5. In the Benefits view, you can either add a benefit from existing benefit templates or create a new benefit.
   • Click the Add Benefits button to add a benefit from an existing benefit template.

     NOTE:  You can use the Apply Template button to constrain the list of benefits based on the selected parent entitlement template.

   • Click the New button to create a new benefit and complete the appropriate fields.

     The fields available in the Benefits applet are described in Creating Benefit and Condition Templates.

     NOTE:  Adding an existing Benefit from a template with Conditions defined will instantiate both the Benefit and related Conditions.