Create a Customer AgreementCreate a Customer AgreementYou create a customer agreement in the Customer Agreements (SP) application. Customer agreements contain the following information:
services that you provide
locations and assets for which you provide services
billing terms, billing periods, and billing rates of the agreement
conditions under which you provide services
effective dates of the agreement
price schedules for services. You can add multiple price schedules to each agreement.
On the toolbar,
click New Agreement 
. If the Agreement
field is empty, enter a value.
Enter a description in the Description field.
In the Details section, enter payment and billing details.
In the Dates section, enter a start date for the agreement. Enter other date fields as necessary.
Optionally, in the Revenue section, in the Agreement Maximum field, enter a maximum amount to be billed during the effective dates of the agreement. This amount is in the currency of the customer. To enter a new maximum amount that is applicable to new effective dates, you create an agreement.
In the Customer
section, enter data about the customer for this agreement. In the Customer field, enter a value or click
Detail Menu 
and select a customer.
On the Price Schedules tab and subtabs, enter price schedule details. See the topic About Price Schedules for more information about creating a price schedule.
On the Terms and Conditions tab, enter terms and conditions. See the topic About Terms and Conditions for more information.
On the Contacts tab, view contacts associated with the customer. Add new contacts to this customer record in the Customers (SP) application.
On the Log tab, view log entries for the customer on this customer agreement. Add new log entries for this customer in the Customers (SP) application.
Click Save Agreement
.