Adding an Agreement in Siebel Communications (End User)

End users can add an agreement record to the Siebel Communications database.

To add an agreement

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

2. Add a record, and complete the necessary fields in the record and the More Info form. To access more fields, click the show more button in the form.

   Some fields are described in the following table.

   Field	Comments
   Agreement #	Displays an agreement number that is automatically generated.
   Name	Type the name for the agreement.
   Account	Select the name of the account that the agreement covers. If multiple accounts are associated with the agreement, then the primary account is visible in the form.
   Valid	Select this check box to indicate that the agreement is valid. This check box is selected when entitlements are considered and when preventive maintenance actions are initiated.
   Start	Select the date and time that agreement becomes effective.
   End	Select the date and time that the agreement expires.
   PO#	Type the purchase order number for the agreement.
   Team	Select the user ID of the team working on the agreement.
   Approver	Select the user ID of the member of the agreement team who is authorized to approve the agreement.
   Revision	Displays the revision number of the agreement. The value is set to 1 when you create an agreement and is increased when you revise the agreement.
   Service	Select this check box to indicates that the agreement is a service agreement.
   Effective	Select the date and time that the agreement becomes effective. This field is for information only.
   Parent	Select the parent agreement for the agreement. If the agreement is a subagreement or child agreement, then this field identifies the master or parent agreement.
   Vendor	Select the name of vendor who originally sold the agreement.