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

1. Navigate to the Agreements screen > List view.
2. Drill down on the Name field for the selected line item and click the Line Items view tab.
3. Select the line item and click the Charge Plan subview tab.
4. 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.