Siebel Field Service Guide > Charges and Invoices > Process of Administering Charges >

Defining Contract Schedules

You can automatically generate charges according to a fixed schedule by defining 1 or more contract schedules. Then, when defining a charge plan for an agreement line item, you can select the appropriate schedule. On a recurring schedule, an invoice is created from the consolidation of charges. For example, you can schedule product charges to generate on the last day of each month or every Sunday.

This task is a step in Process of Administering Charges.

To define a contract schedule

1. Navigate to the Administration - Contracts screen, then the Contract Schedule view.
2. Create a new contract schedule record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Repeat Type	Select a value that determines how often an event occurs. The value that you select in this field determines the available fields in the form that appears below the Contract Schedule list. Values include: Daily. If you select this value, then the Every Number of Days field appears in the form. For example, if you enter 30 in the Every Number of Days field, then the event occurs every 30 days. Monthly By Day. If you select this value, then the Day field and the of Every Number of Months field appear in the form. For example, if you select 5th of Month in the Day field, and enter 6 in the of Every Number of Months field, then the event occurs on the 5th of the month every 6 months. Monthly By Week. If you select this value, then 2 fields to designate the day of the week and the of Every Number of Months field appear in the form. For example, if you select Third in the first field, select Wednesday in the second field, and enter 7 in the of Every Number of Months field, then the event occurs the 3rd Wednesday every 7 months. Weekly. If you select this value, then the Every Number of Weeks field and check boxes for each day of the week appear. For example, if you enter 2 in the Every Number of Weeks field, and select the check boxes for Mon and Wed, then the event occurs each Monday and Wednesday every 2 weeks. The event occurs at the beginning of the specified day (midnight of the previous day) for the repeat type. Consequently, the charges for the specified day are not included in the consolidation of charges. For example, to consolidate the charges for each month in a calendar year, you create a record with a value of Monthly By Day in the Repeat Type field, select 1st of Month in the Day field, and enter 1 in the of Every Number of Months field. Charges for the previous month are consolidated on the 1st of each month.
   Released Flag	Select this check box to indicate the schedule is available for use. After you select this check box, you cannot clear this check box or change the record for the contract schedule, so select this check box only when the record for the contract schedule is complete and correct.