Siebel Field Service Guide > Agreements and Entitlements > Process of Managing Agreements >

Managing Line Item Revenue for Agreements (End User)

Line item revenue for agreements includes the amounts that you invoice to a customer according to the terms in the agreement. Customers can make payments periodically or up-front, and they can disburse payments by account. These payments can include additional service charges such as Time and Material (T&M).

For opportunity management, you can track agreements after obtaining an opportunity by forecasting the expected revenue for each year of the agreement term and tracking the revenue for each year on a monthly basis. You can perform revenue forecasting by using revenue plans in conjunction with the Siebel Forecasting module.

Forecasting is an important aspect of tracking. Organizations must track not only the sale of products, but also the revenue generated by the sale of after-sale services. Using revenue plans, an organization can track the revenue associated with the agreement line items. For more information about forecasting, see Siebel Forecasting Guide.

This topic contains the following information:

• Adding Line Item Revenue to Agreement Line Items
• Adding Revenue Plans to Agreement Line Items

This task is a step in Process of Managing Agreements.

Adding Line Item Revenue to Agreement Line Items

The Line Item Revenue view in the List view of the Agreements screen displays all revenue records associated with an agreement line item.

To add line item revenue to an agreement line item

1. Navigate to the Agreements screen, then the List view.
2. Drill down on the Name field for a selected agreement, and click the Line Item Revenue view tab.
3. Scroll down to the Revenue list.

   The list shows all the revenue for the selected agreement line item. For example, if the service agreement is for $15,000 with a nonrecurring charge of $3,000 and 12 additional charges of $1,000 for each month, then 13 revenue line items appear for the 13 payments.

   You use the 2 drop-down lists at the start of the Revenue list to query of existing revenue records in this list. One field allows you to select records for specific products, the other field allows you to select records for specific users.

4. Create a new revenue record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Revenue Date	Select the date of expected revenue.
   Amount	Type the amount of revenue expected on the date in the Revenue Date field.

   Alternatively, you can click Revenue Wizard. A script wizard (Revenue Schedule Script) appears to help you enter multiple revenue records over time. The wizard asks you questions about the number of payments, account, opportunity information, and so on. You can customize the Revenue Schedule Script, if required.

5. (Optional) To view the information in different formats, click the Chart or the Spreadsheet view tab.
   • The Spreadsheet view shows the service product associated with the agreement line item and the revenue associated with the line item. The revenue appears in its own column for each line item, and a total appears in the last column.
   • The Chart view shows the revenue in a chart.

Adding Revenue Plans to Agreement Line Items

After the administrator creates the revenue plan templates, you can then add the templates to agreement line items. For more information, see Creating Revenue Plan Templates.

When you select a revenue plan and enter an amount, the revenue items are created. For example, a revenue template applies to 12 months. You select this template and enter an amount of $100. When you save the record, 12 revenue items are automatically created for $100 each.

To add a revenue plan to an agreement line item

1. Navigate to the Agreements screen, then the List view.
2. Drill down on the Name field for a selected agreement, and click the Line Item Revenue view tab.
3. Scroll down, and click the Revenue Plans view tab.
4. Create a new revenue plan record, and complete the fields as appropriate.