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Scenario for Adding Assets to Agreements with the Task UI Application

This topic gives one example of how to add assets to agreements with the Task UI application. You might add assets to agreements with the Task UI application differently, depending on your business model.

A contract manager for a printer manufacturing company is communicating with a customer for a new support agreement to cover 250 printer assets. The customer is concerned about the ongoing maintenance and repair of printers, the responsiveness of service calls, and how quickly field repairs are performed. The customer requires not only a high availability for printers, but also a competitive price. While the contract manager understands that he wants to deliver a high quality service agreement for the company to make sure the printers are kept working, he also must deliver a profitable service for his own company. Using the Asset to Contract task, he creates a service package, adds several printers to it, quotes a price for the agreement, and creates a charge plan and promotional price discount for the first 6 months. Finally, he submits the agreement for approval before printing it.