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Siebel Field Service Guide > Charges and Invoices > Charges and Invoices Screens >
Invoices Screen
The Invoices screen shows all invoices generated automatically, and allows users to manually enter invoices and invoice line items, record payments, attach files, and add notes. Invoices View
The Invoices view shows existing invoices and allows users to create or modify invoices. Table 74 describes items in Invoices records.
Table 74. Selected Items in the Invoices View
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Refresh Total |
This command uses the data in the Payments, Line Items, and Line Items Details views to update the Total Due field in the Invoices view (More Info). |
State |
A color-coded indicator that represents the status of each invoice, based on the Status and Late fields. |
State Indicators
Each record in the Invoices list has a bar that indicates the status of the invoice. If the invoice is late, the indicator has the appearance described in Table 75.
Table 75. Invoice Late—Indicator Appearance
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Closed
Cancelled
Written-Off
Submitted |
Yellow |
100% |
New
Draft
In-Process
Consolidated
Paid |
Red |
50% |
Prepared
Partially Paid
Open
Billed |
Red |
75% |
Partially Written-Off
On-Hold
Pending
Rejected |
Red |
100% |
If the invoice is not late, the indicator has the appearance described in Table 76.
Table 76. Invoice Not-Late—Indicator Appearance
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Closed
Cancelled
Written-Off
Submitted |
Gray |
100% |
Partially Written-Off
On-Hold
Pending
Rejected |
Green |
50% |
Prepared
Partially Paid
Open
Billed |
Green |
75% |
New
Draft
In-Process
Consolidated
Paid |
Green |
100% |
NOTE: A ToolTip is provided for each indicator. Move the cursor over the indicator bar to see its description.
Line Items View
The Line Items view shows the billable items for an invoice. Line items can be added manually. Table 77 describes items in Line Item records.
Table 77. Selected Items in the Invoices Line Items View
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Order # |
The order reference number associated with this invoice, supplied by the charge consolidation business service or chosen from a dialog box. The charge consolidation business service supplies this number if the invoice is produced by Auto Gen (see Expense Tracker View). If an order is associated with a service request and the user activates the Auto Invoice command for a service request (Service screen, Invoice view), the order number is entered into the invoice line item. |
Agreement Line Item |
The ID of an agreement line item associated with this invoice. This ID is supplied by the charge consolidation business service or chosen from a dialog box. |
Project Role |
This field contains the project team associated with the current line item. |
Line Item Details View
The Line Item Details view provides details of the current invoice line item. Details Subview
The Details subview provides additional information about the items in the line item of an invoice: time, expenses, and parts. Table 78 describes items in the Invoice Line Item records.
Table 78. Selected Items in the Details Subview
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Activity Expense Item # |
The ID of an expense associated with this invoice line item, supplied by the charge consolidation business service or chosen from a dialog box. |
Activity Time Item # |
The ID of a record in Time Tracker associated with this invoice line item, supplied by the charge consolidation business service or chosen from a dialog box. |
Order Line Item ID |
The ID of an order associated with this invoice, supplied by the charge consolidation business service or chosen from a dialog box. |
Part Movement # |
The ID number of a part movement related to this invoice line item, supplied by the charge consolidation business service or chosen from a dialog box. |
Line item details are used by the charge consolidation business service; a manual invoice does not have to use this data. Payments View
The Payments view records the payments applied against the invoice. Table 79 describes items in the Payments records.
Table 79. Selected Items in the Payments View
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Payment # |
The ID of the payment associated with this invoice, chosen from the Pick Payment dialog box. The payment records originate from a back-office application, or the user can create them in this dialog box (by using the New button). |
Reference |
A reference number that a customer assigns to a payment record. |
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