Associating Products with Agreements
The Line Items view includes a description of each product sold or provided under a selected service agreement.
To associate a product with an agreement
Navigate to the Agreements screen, then the List view.
Drill down on the Name field for a selected agreement.
In the Line Items view, create a new line item record, and complete the fields as appropriate.
Some fields are described in the following table.
Field Comments Line #
Displays a number for the agreement line.
Product
Select the product for the line item. The product can be a service product.
If you select a product that includes child products (components), then the parent product appears on the agreement line, and the child products appear on additional child lines for the parent line.
On the link bar, click Line Detail.
Note: Some fields in the Line Detail view are automatically populated. The product that you select in the Line Items view determines the fields that are populated.Create a new line detail record, and complete the fields as appropriate.
Some fields are described in the following table.
Field Comments Sequence
Displays a number for the sequence of the line item. This field indicates the hierarchical relationship between line items.
Asset #
Select the number of an asset associated with the product for the line item or the number of an asset for a different product. This field is used for asset-based pricing. For more information, see Defining Pricing for Agreements.
Specify an asset of the product described for the line item, for example, when you specify a trade-in. This situation can include a discount available only for trade-ins.
Usage Asset #
Select the number of the asset to use for billing of usage. For more information, see Creating Charge Consolidation Plans.
Manual Discount Amount
Type the discount amount applied directly to the selected line item.
Manual Discount %
Type the discount percentage applied directly to the selected line item.
Line Discount %
Displays the discount percentage for the selected line item. This field is calculated as follows: Discount Amount/Start Price.