Entering the Customer’s Commitment

In the Charge Plan view of the Commitment applet, enter the charges for customers’ ongoing commitment. Enter negative amounts if it is a credit. To do this, you must first create schedules and plans for any recurring, nonrecurring, and usage charges that the customer must pay. For more information, see the topic about contracts and agreements in Siebel Field Service Guide.

After you have created the necessary recurring and nonrecurring charge plans, you can enter the amounts that customers are committed to pay.

To enter the customer’s commitment

1. In the Product Promotions, Commitment view, click Charge Plan in the link bar.

2. In the Charge Plan form, complete the necessary fields as described in the following table.

   Field	Comments
   NRC Schedule	Select a schedule for the nonrecurring charge. For example, a schedule may specify that the customer pays the recurring charge by the fifteenth of each month.
   Nonrecurring	Enter the total amount of the nonrecurring charge.
   NRC Plan	Select a nonrecurring charge plan. For example, the plan may allow the customer to pay off the nonrecurring charge in three monthly payments.
   NRC Quantity	If the user does not select a value in the NRC Plan field, then the user can enter a specific number of payments. The charge calculation engine then divides the charge into equal payments of the quantity specified. If the user does select a value in the NRC Plan field, then this field displays the number of payments in the plan and is read-only.
   RC Schedule	Select a schedule for the recurring charge. For example, a schedule may specify that the customer pays the recurring charge by the fifteenth of each month.
   Recurring	Enter the amount of the recurring charges.
   RC Adjust	Specify an adjustment for a recurring charge if the usage period is less than the entire billing period. For example, if the customer starts cable TV service on June 16, then the customer is charged for only 15 days in the month of June. In this case, enter the charge for the day in the RC Adjust field, and select Per Day in the RC Adjust U/M field. The application calculates the adjustment for the 15 days in June.
   RC Adjust U/M	Enter the time period to which the RC adjustment applies. The options are Per Day and Per Week.
   Adjust Charge	Enter a special adjustment to the amount the customer is charged. For example, if a customer calls to complain that cell phone service has not been working well for the last few days, then the company can agree to give the customer a one-time adjustment. The company enters the adjustment in this field.
   Adjust Reason	Enter the reason for the special adjustment.
   Commit	Select this check box when you are done making changes to the record.
   Charge Basis	Specify when the charge for a period is generated. The options are as follows: Schedule. Charges are generated after the usage period. For example, June charges are generated on July 1. Advance. Charges are generated in advance of the usage period. For example, June charges are generated on June 1.
   Use Plan	Select the usage payment plan for this promotion. For example, there may be different usage payment plans for regular, gold, and platinum customers.
   Usage Schedule	Select a schedule for the usage charge. For example, a schedule may specify that the customer pays the usage charge by the fifteenth of each month.