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
- Navigate to the Administration - Contracts screen > Charge Consolidation Plans.
- Select a charge consolidation plan. In the More Info view, click the Execute Now button.
To generate customized invoices using a repeating component job
- Navigate to the Administration - Server Management screen > Jobs view.
- Add a Job record.
- In the Component/Job field, select Workflow Process Manager.
- Enter the desired Repeat Interval and Repeat Unit in the Job Details view.
- Scroll down to the Job Parameters list and create a new parameter record.
- In the Name field, select Workflow Process Name and in the Value field, enter FS - Charge Consolidation.
- Click the Start button in the Job view.
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