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Adding Agreements with Service Providers

After negotiating agreements with the service provider, you also add data about the agreement in Siebel Public Sector.

This task is a step in Process of Setting Up New Service Providers.

You must negotiate at least one agreement to set up a new service provider. Later, you can also negotiate, and add additional agreements with existing service providers. When you add an agreement with a service provider, you also add a list of products that the agreement covers and an initial inventory of the number of each of those products that the service provider has available. The agreements and inventory of assets covered by each agreement are also visible to the service provider in the Asset screen of Siebel Public Sector Provider Portal.

NOTE:  Rather than adding agreements in this way, you can integrate Siebel Public Sector with a third-party contract management system. For more information, see Integrating Siebel Public Sector Provider Portal with External Applications.

To add agreements with a service provider

1. Navigate to the Service Providers screen.
2. Drill down on the name of the service provider that you want.
3. Click the Agreements view tab.
4. In the Agreements list, create a new record and complete the necessary fields, as described in the following table.

   Field	Description
   Agreement #	Displays the agreement number, a read-only value generated by Siebel Public Sector.
   Type	Select the type of the agreement. For information about customizing the values in this field, see Modifying Lists of Values for Managing Public Sector Providers.
   Status	By default, the status is Current when you create the record. Select Active when the negotiations are complete and the agreement is operative. You can select Cancelled at some later time to cancel the agreement.
   Address	Select the address where this service is provided. Only addresses defined for this service provider can be selected.
   Start	Enter the date when the agreement takes effect.
   End	Enter the date when the agreement expires. If no date is entered, the agreement lasts indefinitely.

5. In the Line Items list, create a new record for each product covered by this agreement, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Product	Select the product. The list includes products that you defined, as described in Creating Products for Public Sector Service Providers