Siebel Field Service Guide > Charges and Invoices >

Creating Charges

This section describes the different ways to create charges.

To manually create a charge

1. Navigate to the Charges screen.
2. Add a record and complete the fields as appropriate.

To manually create a charge for an agreement line item

1. Navigate to the Agreements screen > List view.
2. Drill down on the Name field for a selected agreement and click the Line Items view tab.
3. Select a product and click the Charges subview tab.
4. Add a record and complete the fields as appropriate.

To automatically generate charges for a service request

1. Navigate to the Service screen > Service Requests List view.
2. Drill down on the SR# field for a selected service request and click the Charges view tab.
3. Click the Auto Charge button.

To automatically generate a charge for an activity

1. Navigate to the Activities screen > Activity List view.
2. Drill down on the Type field for a selected activity and click the Charges view tab.
3. Click the Auto Charge button.

To automatically generate a charge for an agreement line item

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

To automatically generate multiple charges for an agreement line item using the Charge button

1. Navigate to the Agreements screen > List view.
2. Drill down on the Name field of a selected agreement and click the Line Items view tab.
3. Select a line item and enter a value in the Advance To field.
4. Click the Charge button.

You can generate multiple charges for an agreement line item by configuring the FS - Generate Agreement Charge workflow to run on a periodic basis.

To automatically generate multiple charges for an agreement line item using a repeating job request

1. Navigate to the Administration - Server Management screen > Jobs view.
2. Add a new Job Request.
3. In the Component/Job field, select Workflow Process Manager.
4. Enter the desired Repeat Interval and Repeat Unit in the Job Detail view. For example, a Repeat Unit of Weeks and a Repeat Interval of 1 would run the charge generation process on a weekly basis.
5. In the Job Parameters subview, add a new parameter.
6. In the Name field, select Workflow Process Name, and in the Value field, enter FS - Generate Agreement Charge.
7. Click the Start button in the Jobs view.