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FS - Generate Agreement Charge Workflow

The FS - Generate Agreement Charge workflow automates the process of creating agreement charges. The child workflows in this workflow process all the charges in the charge plan, including recurring charges, nonrecurring charges, usage plan charges, and adjustments. For more information about running the workflow as a batch process without these steps, see FS - Generate All Agreement Charges Workflow.

This workflow is called when a user clicks the Charge button.

Figure 13 shows this workflow.

Figure 13. FS - Generate Agreement Charge Workflow

Workflow Description. This workflow performs the following actions:

1. Generate NRC Charge. This step calls the FS - Generate NRC Charge child workflow that generates nonrecurring charges for an agreement line item. The input date for this workflow is in the local time format. The workflow converts this format to ODBC format (YY-MM-DD). After the nonrecurring charge is generated, the workflow also updates the last-charged date for the nonrecurring charge on the charge plan (the NRC Last Charged Date field on the FS Agreement Item business component).
2. Generate RC Charge. This step calls the FS - Generate RC Charge child workflow that generates recurring charges for an agreement line item. The workflow retrieves and converts the asset readings to charge amounts. The input date for this workflow is in the local time format. The workflow converts this format to the ODBC format (YY-MM-DD). After the recurring charge is generated, the workflow also updates the last-charged date for the recurring charge on the charge plan (the RC Last Charged Date field on the FS Agreement Item business component).
3. Generate Usage Charge. This step calls the FS - Generate Usage Charge child workflow that generates charges for an agreement line item according to asset usage. The workflow retrieves and converts the asset readings to charge amounts. The input date for this workflow is in the local time format. The workflow converts this format to ODBC format (YY-MM-DD). After the usage charge is generated, the workflow also updates the usage last-charged date on the charge plan (the Usage Last Charged Date field on the FS Agreement Item business component).
4. Generate Adjustment Charge. This step calls the FS - Generate Adjustment Charge child workflow that generates adjustment charges for an agreement line item.
5. Refresh UI and User Interact. These steps redirect the user to the Charges view in the Line Items view in the List view of the Agreements screen.