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Example of Using the Task UI Application to Add Assets to Agreements

The following example lists the steps that an end user performs to execute the Assets to Agreements task.

To execute an Assets to Agreement task

1. Navigate to Assets > List.
2. Click the Task button.
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, choose to create a new agreement.
6. In the Agreement Details screen, complete or verify the information for the agreement. Click Next.
7. Select a service package to add to the agreement.
8. Verify or change the service agreement details.
9. Choose whether to add or remove assets to the service package:
   • If yes, click Next to add or remove assets to be covered under the service package.
   • If no, click Next to continue in the task.
10. Choose whether to add a charge plan to the agreement:
    • If yes, click Next to enter charge plan details.
    • If no, 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, choose from the following options:
    • Create new line item
    • Use an existing line item
    • Continue
13. In the Add Agreement Terms screen, add a new record and query for the desired term.
14. In the Submit Agreement for Approval screen, choose to submit the agreement for approval or to continue.

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

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