Bookshelf v7.5: Line Items View

Siebel Field Service Guide > Agreements > Agreements Screen >

Line Items View

The Line Items view records a description of each product sold or provided under a selected service agreement. Table 53 describes items in this view.

Table 53. Selected Items in the Line Items View
Item	Description
Asset #	Number of an asset associated with the product described in this line item record, or the number of an asset for a different product, used for asset-based matrix pricing. See Asset-Based Matrix Pricing. Specifying an asset of the product described in the line item is appropriate, for example, when specifying a trade-in. This case can include a discount available only for trade-ins.
Entitle	Menu command and button. Automatically associates entitlements (from entitlement templates) with the product described in the selected line item. Selecting a second time associates any new entitlements, but does not update entitlements that are already associated. For more information, see Entitlement Templates View and Products Subview.
Product	Product for this line item. Can be a service product.
Reprice	Menu command. Calculates the price for the selected line item, based on the associated price list and pricing model.
Reprice All	Menu command and button. Calculates the price for all line items, based on the associated price list and pricing model.

Totals Subview

The Totals subview displays the total price, before tax and shipping charges, for the agreement line items and applied discounts. To see this subview, click the drop-down list in the Line Item Attributes subview and select Totals.

Line Item Attributes Subview

If the product is customizable, the product attributes appear in this subview. To see this subview, click the drop-down list in the Totals subview and select Line Item Attributes.

Line Detail Subview

The Line Detail subview contains additional fields that define an agreement line item. Some fields are filled in automatically with the product selected in the Line Items view. Table 54 describes items on the Line Detail subview.

Table 54. Selected Items in the Line Detail Subiew
Item	Description
Asset #	The number of an asset to use (see Setting Up Agreements).
Discount %	A discount percentage applied directly to the selected line item.
Net Discount %	A calculated field whose value is equal to (Start Price - Discount Amount) / Start Price.
Discount Amount	A discount amount applied directly to the selected line item.
Usage Asset #	Number of the asset to use for billing of usage (see Use Plans View).
Line #	Number assigned to each line item in the Line Items view, starting with 1.
Sequence	Indicates the hierarchical relationship of line items.

Invoice Plan Subview

The Invoice Plan subview records the billing details for the selected agreement line item. Table 55 describes items on the Invoice Plan subview.

Table 55. Selected Items in the Invoice Plan Subview
Item	Description
Adjust Invoice	Positive or negative adjustment to the amount of an invoice. The Invoice Engine clears this field after generating an invoice.
Auto Invoice	Indicates the Invoice Engine should generate an invoice for this line item. Activates the Advance to field. If cleared, the Invoice Engine ignores this agreement line item.
Invoice Basis	Method of invoicing. Make a choice from the drop-down list: Advance. Generates the invoice at the beginning of the interval defined by the Invoice Schedule and Invoice Timing fields. Estimates use-based charges based on the last readings. Schedule. Generate the invoice at the end of the interval defined by the Invoice Schedule and Invoice Timing fields.
Invoice End	Last possible date to generate an invoice.
Invoice Schedule	Interval for generating invoices, chosen from a list; for example, monthly.
Invoice Start	Start date for the schedule of invoices.
Invoice Timing	Day of the month on which an invoice is generated.
Last Invoiced	Date of the last invoice generated in this schedule of invoices. If this field contains a date and time, the Invoice Engine waits until the end of the billing interval (defined in Invoice Schedule) to generate an invoice. If this field is blank, the Invoice Engine assumes that the first invoice has not yet been generated.
Non-Recurring	Total amount of the nonrecurring charge. It may include a service change or a discount.
NRC Invoiced	Total amount invoiced against the NRC amount.
NRC Plan	Predefined NRC billing plan, chosen from a dialog box. If this field is blank, the NRC amount is divided equally among the invoices defined in NRC Qty.
NRC Qty	Number of installments for paying the nonrecurring charge.
NRC Schedule	Interval for invoicing NRC, chosen from a list; for example, monthly. This can be different from Invoice Schedule.
NRC Start	Start date for billing nonrecurring charges. The default is the Invoice start date.
RC Adjust	Amount to bill for partial intervals as defined in RC Schedule. For example, if invoices are prepared monthly, this field defines the dollars per unit of time that the Invoice Engine uses to calculate the RC invoice line item.
RC Schedule	Interval for generating invoices against recurring changes, chosen from a list; for example, monthly. The Invoice Engine uses this date only for calculating the amount owed. Invoices are issued on according to the Invoice Schedule. The default is copied from the Invoice Schedule field.
RC Start	Date to start billing a recurring charge. The default for this field is copied from the Invoice Start field.
Recurring	Amount of a recurring charge.
Use Plan	Predefined use plan, chosen from a dialog box that displays only the plans that apply to the product in the selected line item.
Use Start	Value that a Invoice Engine uses to generate the first invoice for billing on a use plan. See the logic for use-based billing in Invoices.

Invoices Subview

The Invoices subview displays all of the invoices associated with a line item. The Invoice Engine automatically produces these records.