Adding the Product Data for the Asset to Contract Task

This task is a step in Example of Modifying a Predefined Task.

In this topic, you add the product data.

To add the product data for the Asset to Contract Task

1. Navigate to the Administration - Product screen, and then the Products view.

2. Create a new product with the values shown in the following table.

   Field	Description
   Name	Choose Technical Support 24x7.
   Type	Choose Service.
   Service Product	Make sure this field includes a check mark.

3. Make sure the following product is selected:

   Technical Support 24x7

4. Click the Product Definitions link.

   Note the default record that Siebel CRM displays in the Versions list with Version set to Work Space.

5. Define the Start Date field to be midnight on today's date.

   For example, if today is July 1, 2013, then enter the following date:

   7/1/2013 12:00:00 AM

   Leave the end date field empty.

6. In the Products list, click Release.

   Siebel CRM releases the product version for this configuration, causing a new version to display in the Versions list with 1 in the Version field and the following value in the Start Date field:

   7/1/2013 12:00:00 AM

7. Navigate to the Administration - Contracts screen, and then the Term Templates view.

8. Create a term template with the values shown in the following table.

   Field	Value
   Term #	TS Term 1
   Term Name	Technical Support Terms
   Type	Standard
   Description	This is a test Agreement Term Save record.

9. Log out of the Siebel client.