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Siebel Field Service Guide > Charges and Invoices > About Cost, Price, and Rate ListsCost, price, and rate lists must be set up for charges and invoices to be created correctly. Each list type is described in the following sections. For more information about cost lists, price lists, and rate lists, see Pricing Administration Guide. Cost ListsField Service contains a costing infrastructure that allows users to track the costs as they are performed, and then export these costs to financial systems for posting to the general ledger. Previously, service organizations could only estimate the costs of performing service. Now they can associate costs of service calls at the time the service is performed. In Field Service, price lists play an important part in charging and invoicing. The price list provides information to the Charge Engine on the price of parts and materials used in the activity associated with a service request. The price may be adjusted based on a service package. Most companies have product cost information in their financial systems. Incorporating this information into Field Service has the following advantages:
Price ListsPrice lists link cost lists to service requests, orders, and activities. For example, one cost list, North American Costs, describes the costs of products and resources in North America. When a field engineer chooses a price list for a service request, the associated cost list is automatically linked to the service request. Rate ListsRate lists show the billable rate for a company's employees. When creating a rate list, there are two main tasks that must be performed:
NOTE: The entitlement schedule will take precedence over the schedule set at the employee level. |
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Siebel Field Service Guide |