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Associating an Agreement with a Service Item in Siebel Energy (End User)
End users can associate agreements with service items so that they can track detailed agreements at the item level of a product bundle. To associate an agreement with a service item
- Navigate to the Quotes screen, then the List view.
- Drill down on the name of the quote.
- Click the Line Items view tab, and complete the following steps in the Line Items view:
- In the Line Items list, add a record, and complete the necessary fields for the service to order.
- In the Product field, select a product.
NOTE: The dialog box contains only those products with the Track as Asset field selected in the Administration - Product screen, More Info view.
- Click Line Details in the link bar.
- In the Line Item Detail form, select an agreement in the Agreement Name field.
- Click the Orders view tab, and complete the following steps in the Orders view:
- Click Sales Order or Service Order.
- Complete the necessary fields in the order.
- Drill down on the order number of the order.
The Sales Orders screen appears.
- In the Sales Orders screen, complete the following steps:
- Verify that the line items from the quote appear.
- In the Price List field, select a price list.
- Click Submit to submit the order and change its Status field value to Open.
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