Apply Customer Agreement

You apply a customer agreement to an incident in the Incidents (SP) application. When you apply a customer agreement, you also apply the price schedule that matches certain criteria on the incident. A price schedule describes services you provide, assets and locations entitled to services, conditions and schedules, and the billing rules for completed work. You can apply one price schedule to an incident.

For more information about customer agreements and price schedules, see the Customer Agreements (SP) help.

Note: After you apply the agreement, the system uses the pricing rules on the price schedule to calculate or recalculate prices for any cost transactions you have reported on the incident.

To apply a customer agreement and price schedule to an incident:

In the Incidents (SP) application, display the incident to which you want to apply a customer agreement.
From the Select Action menu, select Apply Customer Agreement.
The system applies the most appropriate agreement to the incident. It displays a message with the identifiers of the agreement and the price schedule that it applied to the incident.
Click Save Record .

Apply Customer Agreement

To apply a customer agreement and price schedule to an incident:

See also