Siebel Field Service Guide > Charges and Invoices > Process for Setting Up Charging >
Recording Billable Expenses
Follow these procedures to record billable expenses. To record billable activities for a service request
- Navigate to the Service screen > Service Request List view.
- Drill down on the SR# field for a selected service request and click the Activities view tab.
- Select an activity or add a record and complete the fields as appropriate.
To record billable orders for a service request
- Navigate to the Service screen > Service Request List view.
- Drill down on the SR # field for a selected service request and click the Orders view tab.
- Select an order or add a record and complete the fields as appropriate.
To record billable expenses for an activity
- Navigate to the Activities screen > Activity List view.
- Drill down on the Type field for a selected activity and click the Expense Tracker view tab.
- Select an expense or add a record and complete the fields as appropriate.
To record billable time for an activity
- Navigate to the Activities screen > Activity List view.
- Drill down on the Type field for a selected activity and click the Time Tracker view tab.
- Select a time record or add a record and complete the fields as appropriate.
To record billable part movements for an activity
- Navigate to the Activities screen > Activity List view.
- Drill down on the Type field for a selected activity and click the Part Tracker view tab.
- Select a part movement record or add a record and complete the fields as appropriate.
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