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Setup for Invoicing

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For the Auto-Invoice feature, the following setup is required:

There must be a specified price list for all of the product items determined as billable for an activity. The products must be listed as line items in the selected price list (Pricing Administration screen, Price Lists view, Price List Line Items subview).
There must be a rate list line item for each type of resource (also known as a billing product; for example, a field engineer) used for an activity. The activities rate list is specified in the Activities screen, Activities view. In the Pricing Administration screen, Rate List view, Rate List Line Items subview, the resource, rates, and markups are defined.
The rate types (in the Type field) must be identified for billable expenses and labor (Activities screen, Expense Tracker view and Time Tracker view).
Each user must have a position that is associated with a billing product (Group Administration screen, Positions view, Billing Product field).
Activities must have price and rate lists defined. Orders must have a price list defined. Auto-invoicing uses these lists to determine the total amount billed to a customer.

NOTE:  Siebel does not provide configuration settings for the Invoice Engine.

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