Apply a Customer Agreement Apply a Customer Agreement You apply a customer agreement to service request in the Service Requests (SP) application. When you apply a customer agreement, you also apply the price schedule that matches certain criteria on the service request. 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 service request.
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 service request.
In the Service Request (SP) application, display the service request 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 service request. A message is displayed with the identifiers of the agreement and the price schedule that were applied to the service request.
Click Save Record
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About Applying a Customer Agreement