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Siebel Field Service Guide > Invoices >
Setting Up Automatic Invoicing for Agreements
The Invoice Engine can automatically produce invoices for agreements that have associated invoice plans. To direct the Invoice Engine to produce invoices periodically without user intervention, you must set up a repeating component request. For information about repeating component requests, see the chapter on using the Siebel Server Manager GUI in Siebel Server Administration Guide.
For information about nonrecurring, recurring, and use-based invoice plans, see Agreements.
To associate an invoice plan with an agreement
- Navigate to the Agreements screen.
- Select an agreement.
- Click the Line Items view tab.
- Select the line item that will have an associated invoice plan.
- Click the Invoice Plan subview tab.
The Invoice Plan form appears with a default invoice plan record for the selected line item.
- Click the show more button to display more fields.
- Accept the default values or enter new values for the Invoice Start and Invoice Schedule fields.
- Define the recurring invoice charges by accepting the default values or entering new values for the Recurring, RC Start, and RC Schedule fields.
- Make sure that Auto Invoice is selected.
NOTE: Step b and Step c are the minimal requirements for running the Invoice Engine for an agreement. If there is no RC charge, the Recurring field's value can be zero.
- Accept the default values or enter new values for the fields for a use plan and nonrecurring charges.
To set up use plans and NRC plans, see Agreements.
- Complete the other fields, as required for the type of automatic invoicing you want to set up for this line item.
CAUTION: If you do not complete all the required fields for the type of invoices to be generated, the Invoice Engine will generate these invoices with a balance of 0.00.
The following fields are required for all invoices:
- Invoice Start
- Invoice Schedule
- Invoice Timing
- Invoice Basis
- Auto Invoice
The following fields are required for invoices that include use-based charges:
- Use Plan
- Use Start
The following fields are required for invoices that include non-recurring charges:
- Non-Recurring
- NRC Start
- NRC Schedule
- NRC Qty
The following fields are required for invoices that include recurring charges:
- Recurring
- RC Start
- RC Schedule
- RC Adjust U/M - Required only if you enter a value in RC Adjust.
For more information about these fields, see Invoice Plan Subview and Invoice Plan Subview.
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Siebel Field Service Guide Published: 21 April 2003 |