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Siebel Field Service Guide > Charges and Invoices > Charges and Invoices Screens >

Activities Screen

The Activities screen has four views that are related to invoices.

Time Tracker View

The Time Tracker view lists the labor charges associated with an activity. The Start and Stop buttons in the Time Tracker view provide convenient recording of time spent on an activity. Table 65 describes items in the Time Tracker view.

Auto Time Sheet (selected from the application-level Tools menu) produces new records in the Expense Tracker view. For more information about setting up and using Auto Time Sheet, also known as Auto Gen, see the chapters on time reporting and expense reporting in Siebel Professional Services Automation Guide.

Table 65.  Selected Items in the Time Tracker View
Item
Description

Billable

A check box that indicates the charge consolidation business service should include in an invoice the price of this labor, based on the rate list for the activity, in an invoice for the associated activity. By default, this flag is set if the Billable flag is set for the activity.

Start

Clicking this button creates a new time record and sets the start time and date.

Stop

Clicking this button sets the end time for the activity and calculates the elapsed time.

Type

Identifies the specific category of time for the selected record. The types displayed are project records called Work Types. Work Types are defined in the Administration - Data screen > Work Types view.

Expense Tracker View

The Expense Tracker view records the expenses associated with an activity. Setting the Billable flag for an expense record makes this information available to the charge consolidation business service. By default, this flag is set if the Billable flag is set for the activity.

Auto Expense Report (selected from the application-level Tools menu) produces new records in the Expense Tracker view. For more information about setting up and using Auto Expense Report, also known as Auto Gen, see the chapter on expense reporting in Siebel Professional Services Automation Guide.

Part Tracker View

The Part Tracker view records products or assets used in the field for an activity. If the Billable flag is set in a record, the charge consolidation business service includes this part in an invoice. By default, this flag is set if the Billable flag is set for the activity.

Invoices View

The Invoices view displays all invoices associated with an activity. Table 66 describes items in the Invoices view.

Table 66.  Selected Item in the Invoices View
Item
Description

Auto Invoice

Clicking this button requests that the system look for any billable expenses, time, or parts related to the an activity, applies the associated price and rate lists, then generates invoices for the selected activity.

When the charge consolidation business service runs from this view, it does not consider entitlements for service.

Auto Invoice Command

The charge consolidation business service requires the following information to generate an invoice automatically:

  • Billable flags. Only records that have Billable flags set are included in the invoice.
  • Price list. The price list must be specified.
  • Product prices. In the Administration - Pricing screen > Price Lists view > Price List Line Items subview, billable products must belong to the selected price list.
  • Rate list. The rate list for field service activities must be specified in the Activities screen > More Info view.
  • Activity prices. In the Administration - Pricing screen > Rate Lists view > Rate List Line Items subview, the person carrying out billable service activities, known as the resource, must be related to the selected rate list.
  • Positions. In the Administration - Group screen > Positions view, the Billing Product field for the person (known as the Resource on the rate list) providing service must be specified.
  • Rate types. In the Activities screen > Expense Tracker view and in the Activities screen > Time Tracker view, the rate types (Rate field) must be identified for billable expenses and labor.

    NOTE:  The Rate field is not displayed by default. You must right-click the mouse to display the Columns Displayed command and select the Rate field.

    
Siebel Field Service Guide