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

Setting Up Conditional Charge Plans

Siebel Field Service supports termination of an agreement, specifically, the charges involved in such events as the return of products, overflow, and so on. A termination or prorated plan typically covers these types of charges, and you use conditional charge plans to handle these types of charges. For more information about the business service for conditional charges, see FS Generate Conditional Charge Process Business Service. For more information about associating conditional charge plans with agreement line items, see Defining Conditional Charge Plans for Agreement Line Items (End User).

This task is a step in Process of Administering Charges.

To set up a conditional charge plan

1. Navigate to the Administration - Contracts screen, then the Conditional Charge Plan view.
2. Create a new conditional change plan record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Name	Type the name of the conditional charge plan (for example, Termination Plan).
   Schedule	Select a schedule for the conditional charge plan. For more information about creating these schedules, see Defining Contract Schedules.
   Commit Flag	Select this check box to convert the record to read-only status.

3. Scroll down to the lower Conditional Charge Plan list.
4. Create a new record for each charge installment, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Sequence #	Type a value for the order of the charge installment. You might want to charge more the earlier a customer cancels or changes an agreement.
   Percentage	Type the percentage amount to charge for the installment. For example, create 12 installments of 8.33% for each month of a 12-month agreement. If the customer cancels or changes the agreement before this 12-month period expires, then the customer must pay each month 8.33% of the total penalty charge until the agreement terminates.
   Additional %	Type the additional percentage amount to charge for the installment, such as an interest charge.
   Additional Charge	Type the additional fixed fee to charge for the installment, such as a service fee.