Apply a Customer Agreement Apply a Customer Agreement You apply a customer agreement to an activity in the Activities (SP) application. When you apply a customer agreement, you also apply the price schedule that matches certain criteria on the activity.
A price schedule describes services that you provide, assets and locations that are entitled to services, conditions and schedules, and the billing rules for estimated and completed work. You can apply one price schedule to an activity. You cannot apply price schedules to task work orders. Task work orders share the price schedule of the activity.
After you apply the agreement, the pricing rules on the price schedule are used to calculate or recalculate prices for any cost transactions that are reported on the activity and its tasks.
In order to apply a customer agreement to an activity, the following conditions must be met:
A customer must be associated with the activity. The customer associated with the activity is the customer that is responsible for the location associated with the activity.
The location associated with the activity must be associated with a customer.
In the Activities and Tasks (SP) application, display the activity to which you want to apply a customer agreement.
From the Select Action menu, select Apply Customer Agreement to apply the agreement to the activity.
Click Save
Activity 
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