Siebel Field Service Guide > Charges and Invoices > Process of Setting Up Charging >
Defining Contract Schedules
You can automatically generate charges according to a fixed schedule by defining one or more contract schedules. Then, when defining a charge plan for an agreement line item, you can select the schedule you want. On a particular day, on a recurring schedule, an invoice is created from the consolidation of charges. For example, you can schedule charges for a product to be generated on the last day of each month or every Sunday. To define contract schedules
- Navigate to the Administration - Contracts screen > Contract Schedule view.
- Create a new record and complete the fields as appropriate.
Some fields are described in the following table.
|
|
Repeat Type |
This field determines how often an event occurs:
- Daily. For example, every 30 days.
- Monthly By Day. For example, the 5th of the month every 6 months.
- Monthly By Week. For example, the 3rd Wednesday every 7 months.
- Weekly. For example, every Monday and Wednesday every 2 weeks.
|
Released Flag |
When selected, the schedule is available for use. |
|