Siebel Field Service Guide > Charges and Invoices >

Recording Billable Expenses

This topic contains the following related procedures for recording billable expenses:

• To record billable activities for a service request
• To record billable orders for a service request
• To record billable expenses for an activity
• To record billable time for an activity
• To record billable part movements for an activity

To record billable activities for a service request

1. Navigate to the Service screen > Service Request List view.
2. Drill down on the SR# field for a selected service request and click the Activities view tab.
3. Select an activity or create a new record and complete the fields as appropriate.

To record billable orders for a service request

1. Navigate to the Service screen > Service Request List view.
2. Drill down on the SR # field for a selected service request and click the Orders view tab.
3. Select an order or create a new record and complete the fields as appropriate.

To record billable expenses 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 Expense Tracker view tab.
3. Select an expense or create a new record and complete the fields as appropriate.

To record billable time 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 Time Tracker view tab.
3. Select a time record or create a new record and complete the fields as appropriate.

To record billable part movements 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 Part Tracker view tab.
3. Select a part movement record or create a new record and complete the fields as appropriate.