Siebel Professional Services Automation Guide > Agreements >

Creating an Agreement

An agreement is a representation of terms for services agreed upon between the end user and the customer.

To create an agreement

  1. Navigate to the Projects screen.
  2. From the Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project with which the agreement will be generated.
  4. Click the Agreements view tab.
  5. In the Agreements list, add a new record.
  6. Complete the necessary fields.

NOTE:  End users can also create an agreement from the Agreements screen. When creating an agreement from the Agreements screen, end users must remember to associate the agreement with the project.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003