Siebel Field Service Guide > Charges and Invoices >

Process for Setting Up Charging


No setup is required to create charges manually. To set up the data required to generate charges automatically, perform the following tasks:

  1. Recording Billable Expenses.
  2. Creating Non-Recurring Charge Plans. See To create non-recurring charge (NRC) plans.
  3. Creating Usage Charge Plans. See To create usage charge plans.
  4. Defining Charge Plans for Agreement Line Items.
Siebel Field Service Guide