Siebel Field Service Guide > Charges and Invoices > Creating Invoices >

Consolidating Charges to Create Invoices

Follow these procedures to generate customized invoices.

To automatically generate customized invoices

  1. Navigate to the Administration - Contracts screen > Charge Consolidation Plans.
  2. Select a charge consolidation plan. In the More Info view, click the Execute Now button.

To generate customized invoices using a repeating component job

  1. Navigate to the Administration - Server Management screen > Jobs view.
  2. Add a Job record.
  3. In the Component/Job field, select Workflow Process Manager.
  4. Enter the desired Repeat Interval and Repeat Unit in the Job Details view.
  5. Scroll down to the Job Parameters list and create a new parameter record.
  6. In the Name field, select Workflow Process Name and in the Value field, enter FS - Charge Consolidation.
  7. Click the Start button in the Job view.
Siebel Field Service Guide Copyright © 2007, Oracle. All rights reserved.