Siebel Field Service Guide > Siebel Advanced Contracts > Process of Managing Siebel Advanced Contracts >
Adding Terms to Agreements (End User)
You can add agreement terms to agreements in the following ways:
These terms are included in the final agreement document. This task is a step in Process of Managing Siebel Advanced Contracts. To add a term to an agreement
- Navigate to the Agreements screen, then the List view.
- Drill down on the Name field for a selected agreement, and click the Terms view tab.
- In the Terms view, complete one of the following steps:
- Create a new term record for a term that does not exist in the library of term templates, and complete the fields as appropriate.
Some fields are described in the following table.
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Section |
Type a document section number for the term (for example, 1.1, 1.2, and so on). |
Term Name |
Type a representative description for the term (for example, Term Length). |
Type |
Select the legal type of the term (for example, Standard, Non-Standard, or Special). |
Description |
Type a description of the actual term to include in the agreement. |
- Add an existing term record to the agreement by clicking Add, selecting a term, and clicking OK.
You can use Ctrl+Click to select multiple terms and Ctrl+A to select all terms in the list.
NOTE: After you insert the terms into the agreement, you can edit the terms.
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