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Siebel Field Service Guide > Agreements > Process of Creating Agreements > Managing Agreement Line Item RevenueAgreement line item revenue consists of the amounts invoiced to a customer according to the terms agreed to in the agreement. Customer payments may be periodic, paid up front, disbursed by account, or include additional service charges such as Time and Material (T&M). Part of the opportunity management process for a customer is to track contracts after an opportunity has been won. This is done by forecasting the revenue expected to be generated for each year of the agreement term, and tracking the revenue for each year on a monthly basis. You can perform revenue forecasting by using revenue plans in conjunction with the Siebel Forecasting module. Forecasting is one of the most important aspects of tracking. It is important not only to track the sales of products, but also the revenue generated by the sale of aftersales services. Using revenue plans, an organization can track the revenue associated with the agreement line items. See Siebel Forecasting Guide for more information about forecasting. Adding Revenue Line Items to Agreement Line ItemsThe Agreements screen > List > Line Item Revenue view displays all revenue records associated with an agreement line item. To add revenue line items to agreement line items
Adding Revenue Plans to Agreement Line ItemsOnce the administrator has created the revenue plan templates, users can then add them to agreement line items. See Creating Revenue Plan Templates for more information. When the user selects a revenue plan and enters an amount, the revenue items are then added. For example, a revenue template is created for 12 months. The user selects this template and enters an amount of $100. When the user saves the record, 12 revenue items are automatically created for $100 each. To add a revenue line item plan
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Siebel Field Service Guide |