Siebel Field Service Guide > Charges and Invoices > Creating Invoices >

Generating Invoices Using Auto-Invoice

Follow these procedures to generate invoices using the Auto-Invoice feature.

To automatically generate an invoice for a service request

1. Navigate to the Service screen > Service Request List view.
2. Drill down on the SR # field for a selected service request and click the Invoices view tab.
3. Click the Auto Invoice button.

To automatically generate an invoice for an activity

1. Navigate to the Activities screen > Activity List view.
2. Drill down on the Type field for the selected activity and click the Invoices view tab.
3. Click the Auto Invoice button.

About the Auto Invoice Command

The charge consolidation business service requires the following information to generate an invoice automatically:

• Billable flags. Only records that have Billable flags set are included in the invoice.
• Price list. The price list must be specified.
• Product prices. In the Administration - Pricing screen > Price Lists view > Price List Line Items subview, billable products must belong to the selected price list.
• Rate list. The rate list for field service activities must be specified in the Activities screen > More Info view.
• Activity prices. In the Administration - Pricing screen > Rate Lists view > Rate List Line Items subview, the position that performs billable service activities, known as the resource, must be related to the selected rate list.
• Positions. In the Administration - Group screen > Positions view, the Billing Product field for the person (known as the Resource on the rate list) providing service must be specified. This position applies to the employee who is associated with the billable service recorded in the time tracker for the activity and does not apply to the owner of the activity.
• Rate types. In the Activities screen > Expense Tracker view and in the Activities screen > Time Tracker view, the rate types (Rate field) must be identified for billable expenses and labor.

  NOTE:  The Rate field is not displayed by default. You must right-click the mouse to display the Columns Displayed command and select the Rate field.