Siebel Field Service Guide > Charges and Invoices > Processes for Setting Up Invoicing >

Creating a Charge Consolidation Plan

Charges can be consolidated into one or more invoices. By creating a charge consolidation plan, you can define what charges are included on an invoice and the invoiced period. To do this, you define:

• A schedule that determines when consolidation occurs
• Rules that determine what charges appear on invoices

In order to use the charge consolidation plan, you need to activate the FS - Charge Consolidation workflow. For information about activating workflows, see the Siebel Business Process Designer Administration Guide.

To define a charge consolidation schedule

1. Navigate to the Administration - Contracts screen > Charge Consolidation Plans view.
2. Add a record and complete the fields as appropriate. For more information, see Charge Consolidation Plans View.

To define charge consolidation rules

1. Navigate to the Administration - Contracts screen > Charge Consolidation Plans view.
2. Add a record and complete the fields as appropriate.
3. Click the Consolidation Rule subview tab, and then add a record and complete the fields as appropriate.

   For more information, see Charge Consolidation Plans View.