Verifying the Functionality of the Asset to Contract Task

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

In this topic, you verify the functionality of the Asset to Contract task. For more information, see Verifying Functionality of a Task.

To verify the functionality of the Asset to Contract task

1. In the Siebel client, navigate to the Accounts screen and then click Tasks (the clipboard icon).

2. Verify that the task pane displays the task named Agreement Creation Task.

3. Click the following link that Siebel CRM displays under the Agreement Creation Task:

   Assets to Agreement

4. Verify that the task pane displays the following task groups:

   • Create / Revise Agreement

   • Cover Assets

   • Submit Agreement.

5. In the Identify Agreement task view, make sure that the Use Existing Agreement radio button includes a check mark and then click Next.

6. In the Select an Agreement for Revision task view, select an agreement from the list and then click Next.

7. In the Agreement Detail task view, note that Siebel CRM enters data in some fields according to the choice you made in the previous step and then click Next.

8. In the Add Service Package task view, click Continue.

   The choice you make here alters the task flow as follows:

   • If you click Continue, then Siebel CRM runs the FS Submit Agreement Sub Task.

   • If you click Use Existing Line Item, then Siebel CRM displays the Agreement Line Item List View.

   To verify this logic in the Task Editor, you can examine conditions on connectors that emanate from the Create New Line Item decision point. For more information, see Examining the Logic of a Task.

   You can chose one of the other options on a subsequent test of this task to view how the task logic varies according to the condition that is met.

9. In the Add Agreement Terms task view, click Add, add the Technical Support Terms term and then click Next.

   Siebel CRM displays the Agreement Terms Task View of the subtask named FS Submit Agreement Sub Task. You can verify this logic in the Task Editor.

10. In the Submit Agreement for Approval task view, click Continue and then click Next.

11. In the Generate Agreement Document task view, click Auto Document and then click Submit.

    If you click Submit, then Siebel CRM updates the base table with the modification that you made to the agreement. If you add a new agreement, then the All Agreements List view displays a new record for the agreement.