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Workflow to Create Agreement Charges

This workflow automates the process of creating agreement charges. The workflow is called FS - Generate Agreement Charge. Figure 15 illustrates this workflow.

Figure 15. FS - Generate Agreement Charge

The workflow is a parent process that sequentially runs the following child workflows when the Charge button is clicked:

1. FS - Generate NRC Charge. This child workflow generates NRC charges for an agreement line item. The input date for this process should be in the local time format, which the process converts to ODBC format (YY-MM-DD). Once the NRC charge is generated, the process also updates the NRC last-charged date on the charge plan. This means updating the NRC Last Charged Date field on the FS Agreement Item business component.
2. FS - Generate RC Charge. This child workflow generates RC charges for an agreement line item. The workflow retrieves and converts the asset readings to charge amounts. The input date for this process should be in the local time format, which the process converts to the ODBC format (YY-MM-DD). Once the RC charge is generated, the process also updates the RC last-charged date on the charge plan. This means updating the RC Last Charged Date field on the FS Agreement Item business component.
3. FS - Generate Usage Charge. This child workflow generates charges for an agreement line item based on asset usage. The workflow retrieves and converts the asset readings to charge amounts. The input date for this process should be in the local time format, which the process converts to ODBC format (YY-MM-DD). Once the Usage charge is generated the process also updates the usage last-charged date on the charge plan. This means updating the Usage Last Charged Date on the FS Agreement Item business component.
4. FS - Generate Adjustment Charge. This child workflow generates adjustment charges for an agreement line item.

These child workflows process all the items in the charge plan, including recurring charges, nonrecurring charges, usage plan charges, and adjustments.

NOTE:  The user interface steps shown in Figure 15 simply redirect the user to the Agreements screen > List > Line Items > Charges view. See Workflow to Generate All Agreement Charges for more information on running the workflow as a batch process, without these steps.