Siebel Field Service Guide > Agreements and Entitlements > Roadmap for Administering Agreements >

Running Charge Plans for Agreement Line Items Using Workflows

You can use workflows to automatically run charge plans and create charges for agreement line items. For more information, see Defining Charge Plans for Agreement Line Items (End User).

You can use the FS - Generate Agreement Charge workflow and the FS - Generate All Agreement Charges workflow to set up a repeating component job to run charges. For more information, see FS - Generate Agreement Charge Workflow and FS - Generate All Agreement Charges Workflow.

NOTE:  It is recommended that you run the charge process on the same repeating schedule as the contract schedule for the charge plans.

This task is a step in Roadmap for Administering Agreements.

To run charge plans for agreement line items using a workflow

1. Navigate to the Administration - Server Management screen, then the Jobs view.
2. In the Jobs list, create a new Job record.
3. In the Component/Job field, select Workflow Process Manager.
4. Enter the appropriate Repeat Interval and Repeat Unit in the Job Detail view.

   For example, a Repeat Unit of Weeks and a Repeat Interval of 1 runs the charge generation process on a weekly basis.

5. Scroll down to the Job Parameters list, and create a new parameter record.
6. In the Name field, select Workflow Process Name, and in the Value field, enter FS - Generate Agreement Charge or FS - Generate All Agreement Charges.
7. Click Start in the Jobs list.