Siebel Field Service Guide > Charges and Invoices > Process of Managing Invoices >

Creating Invoices Automatically (End User)

Follow the procedures in this topic to automatically create invoices. The Charge Consolidation Engine (Invoice Engine) automatically creates records in the Invoices view when you click the Auto Invoice button or when a workflow calls the engine. The Auto Invoice command executes the following steps:

1. Any billable expenses, time, or parts related to the service request or activity are located.
2. The associated price and rate lists are applied.
3. Invoices for the service request or activity are generated.

The Charge Consolidation business service does not consider entitlements for service. This business service requires the following information to automatically generate an invoice:

• Billable flags. Only records for which the Billable check box is selected are included in the invoice.
• Price list. You must specify the price list.
• Product prices. In the Price List Line Items view in the Price Lists view of the Administration - Pricing screen, billable products must belong to the selected price list.
• Rate list. You must specify the rate list for service activities in the More Info view of the Activities screen.
• Activity prices. In the Rate List Line Items view in the Rate Lists view of the Administration - Pricing screen, the position (the resource) that performs billable service activities must be associated with the selected rate list.
• Positions. You must specify the Billing Product field for the person (the resource on the rate list) providing the service in the Positions view of the Administration - Group screen. This position applies to the employee who is associated with the billable service recorded in the time tracker for the activity and does not apply to the owner of the activity.
• Rate types. You must identify the rate types (Rate field) for billable expenses and labor in the Expense Tracker view and the Time Tracker view of the Activities screen.

  NOTE:  The Rate field does not appear by default. Click the menu button and select Columns Displayed. In the Columns Displayed dialogue box, move the Rate field from the Available Columns list to the Selected Columns list and click Save.

This task is a step in Process of Managing Invoices.

To automatically create an invoice for a service request

1. Navigate to the Service screen, then the Service Request List view.
2. Drill down on the SR number (#) field for a selected service request, and click the Invoices view tab.
3. Click Auto Invoice.

You can also automatically create invoices for activities.

To automatically create an invoice for an activity

1. Navigate to the Activities screen, then the Activity List view.
2. Make sure that the billable check box is selected for the activity.
3. Drill down on the Type field for a selected activity, and click the Invoices view tab.
4. Click Auto Invoice.