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Completing Activities (End User)


After all of the work relating to an activity is complete, and after you enter all the expenses, labor, and materials for an activity, you denote a completed status for the activity record. For more information about generating invoices for activities, see Creating Invoices Manually (End User) and Creating Invoices Automatically (End User).

This task is a step in Process of Managing Service Activities.

To complete an activity

  1. Navigate to the Activities screen, then the Activity List view.
  2. Drill down on the Type field for a selected activity, and click the Expense Tracker view tab.
  3. In the form for the activity, click Complete.

    The Cost and Price fields are updated for all of the records in the Expense Tracker view, Time Tracker view, and Part Tracker view for the activity. The % Complete field in the More Info view for the activity is populated with a value of 100, and the Status field for the activity changes to a value of Done.

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