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Siebel Field Service Guide > Agreements > Agreements Screen >
Line Items View
The Line Items view records a description of each product sold or provided under a selected service agreement. Table 54 describes items in this view.
Table 54. Selected Items in the Line Items View
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Asset # |
Number of an asset associated with the product described in this line item record, or the number of an asset for a different product, used for asset-based matrix pricing. For more information, see Asset-Based Matrix Pricing. Specifying an asset of the product described in the line item is appropriate, for example, when specifying a trade-in. This case can include a discount available only for trade-ins. |
Entitle |
Menu command and button. Automatically associates entitlements (from entitlement templates) with the product described in the selected line item. Selecting a second time associates any new entitlements, but does not update entitlements that are already associated. For more information, see Entitlement Templates View and Products Subview. |
Product |
Product for this line item. Can be a service product. |
Reprice |
Menu command. Calculates the price for the selected line item, based on the associated price list and pricing model. |
Reprice All |
Menu command and button. Calculates the price for all line items, based on the associated price list and pricing model. |
Renewal |
Button that displays when the Renewal Escalator subview is selected. For more information, see Setting Up Agreement Renewal. |
Totals Subview
The Totals subview displays the total price, before tax and shipping charges, for the agreement line items and applied discounts. To see this subview, click the Totals subview tab. Line Item Attributes Subview
If the product is customizable, the product attributes appear in this subview. To see this subview, click the drop-down list in the Totals subview and select Line Item Attributes. Line Detail Subview
The Line Detail subview contains additional fields that define an agreement line item. Some fields are filled in automatically with the product selected in the Line Items view. Table 55 describes items on the Line Detail subview.
Table 55. Selected Items in the Line Detail Subiew
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Asset # |
The number of an asset to use. For more information, see Setting Up Agreements. |
Discount % |
A discount percentage applied directly to the selected line item. |
Net Discount % |
A calculated field whose value is equal to (Start Price - Discount Amount) / Start Price. |
Discount Amount |
A discount amount applied directly to the selected line item. |
Usage Asset # |
Number of the asset to use for billing of usage. For more information, see Use Plans View. |
Line # |
Number assigned to each line item in the Line Items view, starting with 1. |
Sequence |
Indicates the hierarchical relationship of line items. |
Renewal Escalator Subview
The Renewal Escalator subview is used to create and modify renewal terms of agreement line items. Line items renew automatically based on the start date field. Alternatively, when the Renewal Escalator subview tab is selected, a Renewal button is available in the Line Items view for manual renewal of line items. Invoices Subview
The Invoices subview displays all of the invoices associated with a line item. The Invoice Engine automatically produces these records.
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