Here I would like to mention a few important points w.r.t exam preparations

• Agreements act as a framework for automatically generating work order and invoices. The system allows you to define a work order recurring schedule for a period of time.
• * One Agreements can have multiple schedules

  For example

1. An Agreement can have a weekly booking setup and a monthly Invoice setup.

• * An Agreement is not considered as Active unless its status is set to Active. By default, it will be in Estimate status.
• When you create an Agreement, you need to provide, basic details like Service Account, Billing Account, Status, Price List, Taxable, Duration etc.
• Upon saving the record, booking setup, Invoice Setup gets enabled.

• * Agreement Booking setup is the record where the user can configure Work Order Settings, Preferences, Booking settings and Incidents.
• * Work Order settings include, whether to auto-generate, Work order type, Days in advance a work order to be generated and priority. Work orders generated from agreement can be edited at work order level.
• * Booking Settings include, Auto generation, Duration and couple of other settings. If Auto generate is set to Yes, Bookings are generated on Activating the Agreement.
• * Preference include Preferred resource, preferred time, preferred window. This enables pre-booking of resources which can be viewed in Schedule board.
• You can also provide, incident on this record. Once saved, Service tasks, products, and services get associated to Booking setup record.

• Booking Recurrence button booking setup records allows you to schedule your bookings.

• * If the Price list is not defined in Agreement/Work order, price list form product will be considered.
• On creating Invoice Setup, you can define what products to be included in the Invoice. Invoices can be auto-generated. Similar to Booking, Invoice Recurrence button on invoice setup record allows us to schedule Invoice generation.
• Agreements can be associated with Quotes, Orders, and Opportunities.