Siebel Field Service Guide > Charges and Invoices > Workflows for Charges and Invoices >

FS - Charge Consolidation Workflow

The FS - Charge Consolidation workflow consolidates the charges in the Charge table by using a defined set of rules in the consolidation plans. For more information about the methods that this workflow calls, see FS Charge Consolidation Business Service.

This workflow is called with the user clicks the Execute Now button in the Charge Consolidation Plans view of the Administration - Contracts screen.

Figure 17 shows this workflow.

Figure 17. FS - Charge Consolidation Workflow

Workflow Description. This workflow performs the following actions:

1. Next Invoice Date <= Advance To. This step checks to see whether the Next Invoice Date field is earlier than or equal to the Advance To field.
2. Continue? This step determines how the workflow continues. If the Next Invoice Date field is later than the Advance To field, then the workflow terminates after navigating to the Invoices screen. If the Next Invoice Date field is earlier than or equal to the Advance To field, then the workflow continues to the next step.
3. Get Consolidation on SeachSpec. This step creates a search specification for the FS Charge business component by using the consolidation rules.
4. Consolidate Charge. This step consolidates found charges into 1 or more invoices. By default, only a single invoice is created. However, if the Use Bill To Account check box is selected for the consolidation plan, then 1 or more invoices are generated for each bill-to account for the charges. The charges are consolidated by using a schedule.
5. Set Next Invoice Date. This step enters the value in the Next Invoice Date field at the end of each invoice run by using the schedule and the last invoice date.

   NOTE:  By default, the first invoice run on a consolidation sets the last invoice date to the start date of the consolidation plan.

6. Next Date Updated? This step determines how the workflow continues. If the Next Invoice Date field is not updated in the previous step, then the workflow terminates after navigating to the Invoices screen. If the Next Invoice Date field is updated in the previous step, then the workflow continues from the beginning.
7. FS - Goto FS Invoice View. This step navigates to the Invoices screen. This screen displays only the recently created records.