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

Creating Agreements (End User)

You can create agreements to describe the products and services that you organization provides to a customer and the financial relationship between your organization and the customer. After you create an agreement, you can copy it. For more information about copying agreements, see About Agreements.

This task is a step in Process of Managing Agreements.

To create an agreement

1. Navigate to the Agreements screen, then the List view.
2. Create a new agreement record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Valid	Select this check box to indicate the agreement is valid. You must select this check box to enable entitlement evaluation when verifying coverage with the Verify button. For more information, see Entitlement Selection. Also, preventive maintenance actions for assets are generated only if you select this check box, and the selected entitlement is active according to its start and end dates.
   Start	Select the date and time the agreement is planned to start.
   End	Select the date and time the agreement ends.
   Currency	Select a code for the type of currency (for example, USD for U.S. dollars) for the agreement. For agreement-based invoicing, this value is used as the target, or overriding, currency. Before performing invoice calculations, all the entered currency values, such as the values in the NPR plan and the usage plan, are converted to the target currency. Calculations are then performed in the target currency. After the calculations are complete, these values are written back to invoices, invoice line items, and invoice line item details, in the target currency.
   Effective	Select the actual date and time the agreement is effective. This field value can be later than, earlier than, or the same as the Start field value.

3. If you want to copy the agreement, then complete the following steps:
   1. Drill down on the Name field for the agreement.
   2. In the Agreements form, click Revise.

      The agreement is copied, and the revision number is increased. The revision number is suffixed to the original agreement name. For example, a copied agreement for Customer Agreement might be Customer Agreement (002).