Adding Benefits to Agreements (End User)

An account manager can add specific benefits to an agreement. Benefits and conditions are associated with entitlements.

This task is a step in Process of Managing Siebel Advanced Contracts.

To add a benefit to an agreement

1. Navigate to the Agreements screen, then the List view.

2. Drill down on the Name field for a selected agreement, and click the Entitlements view tab.

3. Select an existing entitlement, or create a new entitlement.

4. Click the Benefits view tab.

5. In the Benefits view, add a benefit from existing benefit templates, or create a new benefit:

   • Click Add Benefits to add a benefit from an existing benefit template.

     Note: You can click Apply Template to constrain the list of benefits by using the selected parent entitlement template.

     Adding an existing benefit from a template with conditions associates both the benefit and the related conditions with the entitlement.

   • Click New to create a new benefit, and complete the fields as appropriate.

   For more information about the fields available in the Benefits view, see Creating Benefit Templates.