Siebel Field Service Guide > Agreements >
Process of Setting Up Agreements
The following list shows the procedures that administrators typically perform to set up agreements using Siebel Field Service. Your company may follow a different process according to its business requirements. Administrator Procedures
To set up agreements, perform the following procedures:
- Defining Pricing for Agreements
- Setting Up Agreement Renewal
- Setting Up Agreement Validation
- Setting Up Agreement Approval
- Creating Agreements from Orders and Quotes
- Configuring Data Maps to Copy Specified Items
- Creating an Opportunity and Quote from an Agreement Line Item Renewal
- Adding Assets to Agreement Line Items
- Creating Revenue Plan Templates
- Creating Term Templates
- Running Charge Plans Using Workflows
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