Bookshelf Home | Contents | Index | PDF |
Siebel Field Service Guide > Agreements and Entitlements > Roadmap for Administering Agreements > Allowing Automatic Creation of Renewal Quotes and OpportunitiesFrequently, 90, 60, or 30 days prior to an agreement expiration date, a company wants to contact the customer about an agreement renewal. This customer contact is an opportunity for the appropriate salesperson to get reacquainted with the customer and to deliver a quote for renewing the maintenance agreement. Such customer contact can help avoid costly expiration of maintenance agreements and the associated revenue loss. You can automate this renewal process for agreements and entitlements in the following ways:
In the preconfigured Siebel Field Service application, the automated renewal process creates only another agreement line item for the agreement. Typically, administrators want to create a new opportunity and corresponding quote for the renewal. Administrators automate the creation of an opportunity and quote to make sure that renewal terms and the renewal schedule are always current. This automation can produce renewal quotes well in advance of the renewal date so that customers are prepared to adjust purchase orders and accounts payable to accommodate the new invoice. Consequently, you do not overlook renewal dates, and you avoid lapses in service coverage. This task is a step in Roadmap for Administering Agreements. To allow automatic creation of renewal quotes and opportunities
Asset Process Flow from Quotes and Orders to AgreementsWhen a customer wants a quote, the following steps occur:
|
Siebel Field Service Guide | Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |