Siebel Field Service Guide > Agreements > Process of Creating Agreements >
Creating Documents for Agreements, Quotes, and Orders
Field Service can automatically generate documents required to implement a service agreement; for example, subcontractor agreements and work orders. For information about how to create document templates using Siebel Proposals see Siebel Correspondence, Proposals, and Presentations Guide. To generate an agreement document
- Navigate to the Agreements screen > List view.
- Drill down on the Name field for a selected agreement record.
- Click the Documents view tab.
- Create a new record and complete the fields as appropriate.
Some fields and buttons are described in the following table.
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Auto Document |
Command and button. Creates a new record from the default document template. |
Generate Draft |
Command. Creates a draft document and opens it in Microsoft Word or Lotus WordPro. |
Local |
Indicates this document is stored locally. This field is for information only; there is no associated code. |
- Click Generate Draft.
The system launches Microsoft Word or Lotus WordPro and displays a draft agreement.
Alternatively, you can click Auto Document to create a standard document from the default template.
To generate an order document
- Navigate to the Service Order or Sales Order screen > List view.
- Drill down on the Order # field for a selected order record.
- Click the Documents view tab.
- Create a new record and complete the fields as appropriate.
- Click Generate Draft.
Alternatively, you can click Auto Document to create a standard document from the default template.
To generate a quote document
- Navigate to the Quotes screen > List view.
- Drill down on the Name field for a selected quote record.
- Click the Documents view tab.
- Create a new record and complete the fields as appropriate.
- Click Generate Draft.
Alternatively, you can click Auto Document to create a standard document from the default template.
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