How To Set A Field Value Based On Another Field Value During Auto Agreement? (Doc ID 878680.1)

Last updated on MARCH 02, 2017

Applies to:

Siebel eConfigurator - Version 7.8.2.9 SIA [19238] and later
Information in this document applies to any platform.
Checked for relevance on 27-Jan-2012


Goal


The requirement is as follows:

When a new agreement is created through Auto Agreement from an order, the 'Use Start Date' field in the agreement item should be set to different values depending on the value of the 'Price Type' field.

Detailed user steps in Siebel eCommunications:
1. Create an Order including Line Items.
2. Navigate to Sales Orders > List > Agreements ('Order Agreements View (Sales)') and query for the order.
3. In the Agreements applet ('FS Agreement List Applet (Order)'), click on the Auto Contract button.
=> The agreement and its line items are created.
4. With a drilldown on the agreement number the user is taken to the Agreements > Line Items view.

In the new agreement items, the field 'Use Start Date' should be set as follows:
'Price Type' = 'Usage' -> Set 'Use Start Date' = value from parent agreement's 'Agreement Start Date'
'Price Type' = 'One-time' -> Set 'Use Start Date' = ""

Question:
How can this requirement be implemented?

Solution

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