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Siebel Field Service Guide > Invoices > Activities Screen >

Invoices View

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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	This button looks 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 Invoice Engine runs from this view, it does not consider entitlements for service.

Auto Invoice Command

The Invoice Engine 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 Pricing Administration >Price Lists >Price List Line Items, billable products must belong to the selected price list.
Rate list. The rate list for field service activities must be specified in Activities > More Info.
Activity prices. In Pricing Administration >Rate Lists > Rate List Line Items, the person carrying out billable service activities, known as the resource, must be related to the selected rate list.
Positions. In Group Administration > Positions, the Billing Product field for the person (known as the Resource on the rate list) providing service must be specified.
Rate types. In Activities > Expense Tracker and in Activities > Time Tracker, the rate types (Rate field) must be identified for billable expenses and labor.

NOTE:  The Rate field is not displayed by default. To display it, you must use the tab-level menu's Columns Displayed command.

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