Roadmap for Administering Agreements

The following list shows the tasks and processes that administrators typically perform to administer agreements. Your company might follow a different roadmap according to its business requirements.

To administer agreements, administrators perform the following tasks and processes:

• Defining Pricing for Agreements

• Setting Up Renewal for Agreements

• Process of Setting Up Agreement Validation

• Setting Up Approval for Agreements

• Creating Agreements from Orders and Quotes

• Configuring Data Maps to Copy Specified Data

• Allowing Automatic Creation of Renewal Quotes and Opportunities

• Adding Multiple Assets to Agreement Line Items

• Creating Revenue Plan Templates

• Creating Term Templates

• Running Charge Plans for Agreement Line Items Using Workflows