Siebel Field Service Guide > Charges and Invoices >
Creating Charges
No setup is required to create charges manually. This topic contains the following related procedures for creating charges:
To manually create a charge
- Navigate to the Charges screen.
- Create a new record and complete the fields as appropriate.
To manually create a charge for an agreement line item
- Navigate to the Agreements screen > List view.
- Drill down on the Name field for a selected agreement and click the Line Items view tab.
- Select a product and click the Charges subview tab.
- Create a new record and complete the fields as appropriate.
To automatically generate charges for a service request
- Navigate to the Service screen > Service Requests List view.
- Drill down on the SR# field for a selected service request and click the Charges view tab.
- Click the Auto Charge button.
To automatically generate a charge for an activity
- Navigate to the Activities screen > Activity List view.
- Drill down on the Type field for a selected activity and click the Charges view tab.
- Click the Auto Charge button.
To automatically generate a charge for an agreement line item
- Navigate to the Agreements screen > List view.
- Drill down on the Name field for a selected agreement and click the Line Items view tab.
- Select a line item and click the Charges subview tab.
- In the Line Items view, click the Charge button.
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