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Creating Charge Consolidation Plans

To consolidate charges onto one single invoice, use a charge consolidation plan. A charge consolidation plan consolidates all charges for a given charge schedule into a single invoice. These plans can be used to define what charges are included on an invoice and the invoiced period. Ideally, when a service package has a charge plan associated with it, a monthly invoice would be issued for the recurring and nonrecurring charges.

To define what charges are to be included on an invoice for the invoice period the following should be defined:

• A schedule that determines when consolidation occurs
• Rules that determine what charges appear on invoices

In order to use the charge consolidation plan, you need to activate the FS - Charge Consolidation workflow. For information about activating workflows, see the Siebel Business Process Framework: Workflow Guide.

To define a charge consolidation schedule

1. Navigate to the Administration - Contracts screen > Charge Consolidation Plans view.
2. Create a new record and complete the fields as appropriate.

   For more information, see Charge Consolidation Plans View.

To define charge consolidation rules

1. Navigate to the Administration - Contracts screen > Charge Consolidation Plans view.
2. Create a new record and complete the fields as appropriate.
3. Click the Consolidation Rule view tab.
4. Create a new record and complete the fields as appropriate.

   For more information, see Charge Consolidation Plans View.

Related Topics

• Invoice Logic
• FS Generate Conditional Charge Process Business Service