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About Using the Task UI Application to Add Assets to Agreements

Siebel Field Service includes the Assets to Agreement task to streamline the process of adding assets to an agreement. This task is typical for salespeople who sell service agreements that cover existing assets. This repeatable task navigates through screens and views where you can enter multiple records easier and faster than manually navigating through individual screens. For more information about using the Task UI application, see Siebel Fundamentals. For more information about customizing, activating, and assigning access privileges for tasks, see Siebel Business Process Framework: Task UI Guide.

To use the Assets to Agreements task in the Task UI application, you must activate and assign access privileges for the following tasks:

• FS Asset To Contract Task
• FS Cover Asset SubTask
• FS Submit Agreement SubTask