Siebel Field Service Guide > Agreements > Process of Setting Up Agreements >

Creating Revenue Plan Templates

Revenue plan templates must be set up by the administrator before users can add them to agreement line items. In the template, you can assign the units to be used—for example, days, weeks, or months. You must also specify the product associated with the revenue template. See Managing Agreement Line Item Revenue for more information on adding the plans to line items.

To create revenue templates

  1. Navigate to the Administration - Forecast screen > Revenue Templates view.
  2. Create a new record and complete the fields as appropriate.

    See Siebel Forecasting Guide for more information about creating revenue plan templates.

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