Siebel Field Service Guide > Charges and Invoices >

About Lists for Charges and Invoices

You must set up cost, price, and rate lists to correctly create charges and invoices. For more information about these lists, see Siebel Pricing Administration Guide.

Cost Lists

Siebel Field Service contains a costing infrastructure that allows users to track the costs when they occur and then to export these costs to financial applications for posting to the general ledger. Service organizations can associate costs with service calls when service engineers perform the service.

Most companies include product cost information in financial applications. Incorporating this information into Siebel Field Service provides the following advantages:

• Costs are associated with service requests and activities when service engineers perform them.
• Costs are associated with orders for profitability analysis.
• Cost lists can have time limits so that they provide an accurate record of costs when they occur.
• Service inventory is created and valued at any time.

Price Lists

Price lists play an important part in charging and invoicing. The price list provides information to the Charge Engine about the price of parts and materials for an activity associated with a service request. Using a service package might adjust the price.

Price lists link cost lists to service requests, orders, and activities. For example, a cost list, North American Costs, includes the costs of products and resources in North America. When a field service engineer selects a price list for a service request, the associated cost list is automatically linked to the service request.

Rate Lists

Rate lists show the billable rate for company employee labor. When creating a rate list, perform the following main tasks:

1. Create and release a new product with the necessary resource name (for example, Field Engineer). Make sure you select the Project Resource check box. Then, add the resource to your rate list with the corresponding rate.
2. Create a new position for the resource product that you create and associate the position with the billing product. You can then enter the users to bill at the newly created rate.

   TIP:   The service calendar is used to calculate regular, overtime, and extended overtime charges. To set up schedule hours for employees, use the Schedule Hours view in the Schedules view of the Administration - Service screen. You can then associate the appropriate service calendar with an entitlement in the Entitlement Details view in the Entitlements view in the List view of the Agreements screen. For more information, see Defining Schedule Hours and Adding Service Information to Entitlements (End User).

   The entitlement schedule takes precedence over the schedule for the employee.