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Setting Up Automatic Invoicing for Agreements

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The Invoice Engine can automatically produce invoices for agreements that have associated invoice plans. To direct the Invoice Engine to produce invoices periodically without user intervention, you must set up a repeating component request. For information about repeating component requests, see the chapter on using the Siebel Server Manager GUI in Siebel Server Administration Guide.

For information about nonrecurring, recurring, and use-based invoice plans, see Agreements.

To associate an invoice plan with an agreement

Navigate to the Agreements screen.
Select an agreement.
Click the Line Items view tab.
Select the line item that will have an associated invoice plan.
Click the Invoice Plan subview tab.

The Invoice Plan form appears with a default invoice plan record for the selected line item.

Click the show more button to display more fields.
Accept the default values or enter new values for the Invoice Start and Invoice Schedule fields.
Define the recurring invoice charges by accepting the default values or entering new values for the Recurring, RC Start, and RC Schedule fields.
Make sure that Auto Invoice is selected.

NOTE:  Step b and Step c are the minimal requirements for running the Invoice Engine for an agreement. If there is no RC charge, the Recurring field's value can be zero.

Accept the default values or enter new values for the fields for a use plan and nonrecurring charges.

To set up use plans and NRC plans, see Agreements.

Complete the other fields, as required for the type of automatic invoicing you want to set up for this line item.

CAUTION:  If you do not complete all the required fields for the type of invoices to be generated, the Invoice Engine will generate these invoices with a balance of 0.00.

The following fields are required for all invoices:

Invoice Start
Invoice Schedule
Invoice Timing
Invoice Basis
Auto Invoice

The following fields are required for invoices that include use-based charges:

Use Plan
Use Start

The following fields are required for invoices that include non-recurring charges:

Non-Recurring
NRC Start
NRC Schedule
NRC Qty

The following fields are required for invoices that include recurring charges:

Recurring
RC Start
RC Schedule
RC Adjust U/M - Required only if you enter a value in RC Adjust.

For more information about these fields, see Invoice Plan Subview and Invoice Plan Subview.

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