Adding Terms to Agreements (End User)

You can add agreement terms to agreements in the following ways:

• Contract administrators can create agreement term templates in the Term Templates view of the Administration - Contracts screen. For more information, see Creating Term Templates.

  Users can then add these terms to the agreement in the Terms view in the List view of the Agreements screen.

• Users can create terms directly from the Terms view in the List view of the Agreements screen.

  These terms are included in the final agreement document.

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

To add a term 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 Terms view tab.

3. In the Terms view, complete one of the following steps:

   1. Create a new term record for a term that does not exist in the library of term templates, and complete the fields as appropriate.

      Some fields are described in the following table.

      Field	Comments
      Section	Type a document section number for the term (for example, 1.1, 1.2, and so on).
      Term Name	Type a representative description for the term (for example, Term Length).
      Type	Select the legal type of the term (for example, Standard, Non-Standard, or Special).
      Description	Type a description of the actual term to include in the agreement.

   2. Add an existing term record to the agreement by clicking Add, selecting a term, and clicking OK.

      You can use Ctrl+Click to select multiple terms and Ctrl+A to select all terms in the list.

      Note: After you insert the terms into the agreement, you can edit the terms.