Siebel Field Service Guide > Charges and Invoices > Process for Setting Up Charging >
Defining Charge Plans for Agreement Line Items
For any agreement line item, you can define charge parameters for recurring, non-recurring, and usage charges. Defining parameters includes:
- Selecting a contract schedule that determines when automatic charge generation occurs
- Selecting a charge plan that determines how charge amounts are spread over time
To define charge plans for agreement line items
- Navigate to the Agreements screen > List view.
- Drill down on the Name field for the selected line item and click the Line Items view tab.
- Select the line item and click the Charge Plan subview tab.
- Add a record and complete the fields as appropriate. For more information, see Charge Plan Subview.
NOTE: If a product measurement record is defined for this line item (product), the RC Schedule frequency must match the Frequency value in the Administration - Products screen > Product Measurements view.
|