Siebel Field Service Guide > Field Service Activities > Activities Screen >

Expense Tracker View


The Expense Tracker view allows a field service engineer to record expenses related to an activity. Table 19 describes the Billable check box in Expense Tracker records.

In the Expense Tracker view, a Complete button appears at the top of the Activity form. Clicking this button updates the Cost and Price fields for all the current activity's parts, time, and expense records, and changes the value in the Activity record's % Complete field to 100. (Additionally, when the % Complete field reaches 100, the Status field value changes to Done.)

Table 19. Selected Item in the Expense Tracker View
Item
Description

Billable

When selected, a check box that indicates this expense is billable to the customer. When this flag is set, this record is used to create an invoice.

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