Apply a Customer Agreement Apply a Customer Agreement You apply a customer agreement to a problem in the Problems (SP) application. When you apply a customer agreement, you also apply the price schedule that matches certain criteria on the problem. 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 a problem.
For more information about customer agreements and price schedules, see the Customer Agreements (SP) help.
Note: After you apply the agreement, the pricing rules on the price schedule are used to calculate or recalculate prices for any cost transactions you have reported on the problem.
In the Problems (SP) application, display the problem to which you want to apply a customer agreement.
From the Select Action menu, select Apply Customer Agreement. The most appropriate agreement is applied to the problem.
Click Save Record
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About Applying a Customer Agreement