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Generating Documentation with an Agreement
After the details of the agreement have been established, end users can then create a draft of the documentation to be reviewed. Once the agreement has been approved, it can be sent to the customer for official signoff.
NOTE: End users can also generate a statement of work using this procedure.
To generate documentation with an agreement
- Navigate to the Projects screen.
- From the Show drop-down list, select the appropriate view.
- In the Projects list, select the project from which the agreement was generated.
- Click the Agreements view tab.
- In the Agreements list, click the Name hyperlink of the appropriate agreement document.
- In the Line Items list, add any line items as needed.
- Click the Documents view tab.
- In the Documents list, add a new record.
- In the new record, type in a name for the document.
- From the Template drop-down list, select the template you want to use for this agreement.
- In the Documents list, click Auto Document.
This automatically imports the data required for the document template.
- In the Documents list, click Generate Draft.
A draft agreement is generated in Microsoft Word or Lotus WordPro.
NOTE: You can also create agreements from the Agreements screen.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |