Siebel Public Sector Guide > Administering Benefits Cases > Process of Configuring Benefits for Cases >

Setting Up Benefits for Service Plans

Administrators must associate benefits with service plans, and associate products with those benefits. Before you can associate products with benefits, you must set up the products on the Administration - Product screen. For more information, see Siebel Product Administration Guide.

If you select the Inactive Flag field of a benefit in the Program Benefits Administration view of the Administration - Case screen, then users cannot select the benefit for a service plan.

This task is a step in Process of Configuring Benefits for Cases.

To set up benefits for a service plan

1. Navigate to the Administration - Case screen, then the Program Benefits Administration view.
2. In the Programs list, select the record with a Service Plan value in the Program Code field.

   NOTE:  All of this fields in this record are read-only. You cannot update or delete this record.

3. In the Benefits list, create new records for the benefits in the service plan.

   The following table describes some of the fields.

   Field	Description
   Benefit Code	Select a code that describes the benefit.
   Transaction Code	Select the transaction code for the benefit code. If Siebel Public Sector is integrated with PeopleSoft Enterprise Payables, then the transaction code is automatically transmitted to PeopleSoft Enterprise Payables and determines the accounting distribution (the general ledger accounts) for payments that are associated with this benefit.

   NOTE:  If you do not create at least one record for a benefit in the service plan, then users cannot create benefits for service plans.

4. In the Products list, create new records for the products in each benefit.