Siebel Field Service Guide > Charges and Invoices >

Creating Charges

No setup is required to create charges manually. This topic contains the following related procedures for creating charges:

• To manually create a charge
• To manually create a charge for an agreement line item
• To automatically generate charges for a service request
• To automatically generate a charge for an activity
• To automatically generate a charge for an agreement line item

To manually create a charge

1. Navigate to the Charges screen.
2. Create a new record and complete the fields as appropriate.

To manually create a charge for an agreement line item

1. Navigate to the Agreements screen > List view.
2. Drill down on the Name field for a selected agreement and click the Line Items view tab.
3. Select a product and click the Charges subview tab.
4. Create a new record and complete the fields as appropriate.

To automatically generate charges for a service request

1. Navigate to the Service screen > Service Requests List view.
2. Drill down on the SR# field for a selected service request and click the Charges view tab.
3. Click the Auto Charge button.

To automatically generate a charge for an activity

1. Navigate to the Activities screen > Activity List view.
2. Drill down on the Type field for a selected activity and click the Charges view tab.
3. Click the Auto Charge button.

To automatically generate a charge for an agreement line item

1. Navigate to the Agreements screen > List view.
2. Drill down on the Name field for a selected agreement and click the Line Items view tab.
3. Select a line item and click the Charges subview tab.
4. In the Line Items view, click the Charge button.