Siebel Field Service Guide > Agreements and Entitlements > Process of Managing Agreements >

Renewing Line Items for Agreements (End User)


You can create and modify renewal terms of agreement line items. You can then manually renew the line items.

This task is a step in Process of Managing Agreements.

To renew a line item of an agreement

  1. Navigate to the Agreements screen, then the List view.
  2. Drill down on the Name field for a selected agreement.
  3. In the Line Items view, select a line item record.
  4. On the link bar, click Renewal Escalator.
  5. To define the renewal terms of the line item, create a new record for renewal escalation in the Renewal Escalator list, and complete the fields as appropriate.

    Some fields are described in the following table.

    Field
    Comments

    Line Price Adjustment Type

    Select the type of adjustment for the line price. Values include:

    • Discount Amount. Decreases the price of the renewed line item by the amount in the Line Price Adjustment Amount field.
    • % Discount. Decreases the price of the renewed line item by the percentage amount in the Line Price Adjustment Amount field.
    • Markup Amount. Increases the price of the renewed line item by the amount in Line Price Adjustment Amount field.
    • % Markup. Increases the price of the renewed line item by the percentage amount in Line Price Adjustment Amount field.
    • Price Override. Preserves the price of the renewed line item regardless of the amount in Line Price Adjustment Amount field.

    Line Price Adjustment Amount

    Type an amount or a percentage for the value in the Line Price Adjustment Type field.

    NRC Adjustment Type

    Select the type of adjustment for the nonrecurring charge. Values include:

    • Discount Amount. Decreases the nonrecurring charge of the renewed line item by the amount in the NRC Adjustment Amount field.
    • % Discount. Decreases the nonrecurring charge of the renewed line item by the percentage amount in the NRC Adjustment Amount field.
    • Markup Amount. Increases the nonrecurring charge of the renewed line item by the amount in NRC Adjustment Amount field.
    • % Markup. Increases the nonrecurring charge of the renewed line item by the percentage amount in NRC Adjustment Amount field.
    • Price Override. Preserves the nonrecurring charge of the renewed line item regardless of the amount in NRC Adjustment Amount field.

    NRC Adjustment Amount

    Type an amount or a percentage for the value in the NRC Adjustment Type field.

  6. In the Line Items view, click Renewal.

    For the selected line item in the Line Items view, a new line item is created according to the renewal terms that you designate.

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