Apply a Customer Agreement Apply a Customer Agreement You apply a customer agreement to a release in the Releases (SP) application. When you apply a customer agreement, you also apply the price schedule that matches certain criteria on the release. A price schedule describes services you provide, assets and locations entitled to services, conditions and schedules, and the billing rules for estimated and completed work. You can apply one price schedule to a release. You cannot apply price schedules to task work orders. Task work orders share the price schedule of the release.
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 release and its tasks.
In the Releases (SP) application, display the release 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 release. A message displays the identifiers of the agreement and the price schedule that were applied to the release.
Click Save Record
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About Applying a Customer Agreement