Siebel Field Service Guide > Agreements > Service Administration Screen >

Non-Recurring Plans View

The NRC Plans view defines installment plans for payment of one-time charges; for example, 12 monthly payments. Invoices can be generated monthly, quarterly, or annually. NRCs are added to invoices based on this schedule. Table 45 describes the check boxes on this view.

Table 45.  Selected Items on the NRC View
Item
Description
Active
Makes this NRC plan a choice in Agreements > Line Items > Invoice Plan.
Commit
Converts this record and child records to read-only status.
Selecting this check box also makes the Plan Details view read-only.

NOTE:  To use an NRC plan, it must be both active and committed.

Plan Details Subview

The Plan Details subview records add specific information for an NRC plan, including the percentage of the nonrecurring charge to bill at each schedule interval (monthly, quarterly, or annually) and any additional fee to add to each installment (as a percentage, a fixed amount, or both). Each record in this view describes the amount to charge for each payment. Table 46 describes the items in this view.

Table 46.  Selected Item on the Plan Details View
Item
Description
Number
Number of payments for a nonrecurring expense.
NRC %
Percentage of the NRC to bill in each payment.


 Siebel Field Service Guide 
 Published: 21 April 2003