Siebel Field Service Guide > Agreements > Process of Creating Agreements >
Adding Agreement Terms to Agreements
Agreement terms are terms that relate specifically to agreements. There are two ways in which agreement terms can be added to agreements:
- Agreement administrators can create agreement term templates using the Administration - Contracts screen > Term Templates view. See Creating Term Templates for more information. Users can then select these terms and add them to the agreement using the Agreements screen > List > Terms view.
- Users can create terms directly from the Agreements screen > List > Terms view.
When the proposal is generated, these terms are then included as a part of the final document. To add predefined agreement terms to an agreement
- Make sure that the appropriate administrator has defined term templates for all the required terms that you need to add to the agreement.
- Navigate to the Agreements screen > List view.
- Drill down on the Name field for a selected agreement record.
The Line Items view appears.
- Click the Terms view tab.
- Create a new record.
- In the Section field, enter the document section number for the term.
For example, this could be 1.1, 1.2 and so on.
- Complete the rest of the fields as appropriate.
To create new agreement terms for an agreement
- Navigate to the Agreements screen > List view.
- Drill down on the Name field for a selected agreement record.
The Line Items view appears.
- Click the Terms view tab.
- Click Add and select the appropriate term from the predefined list.
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