Running Charge Plans Using the Charge Button

After you define a charge plan, you can run the plan to create the charges for an agreement line item. All the charges for the RC and NRC schedules are created with the amounts and adjustments that the charge plan indicates.

You can generate multiple charges for an agreement line item by configuring the FS - Generate Agreement Charge workflow to run on a periodic basis. For more information, see Running Charge Plans for Agreement Line Items Using Workflows.

To run a charge plan using the Charge button

1. Navigate to the Agreements screen, and then the List view.

2. Drill down on the Name field for a selected agreement.

3. In the Line Items view, select a line item.

4. On the link bar of the Line Items view, click Charge Plan.

5. In the Advance To field at the start of the Charge Plan view, select the date up to which to create charges.

   You can create charges no later than the date in this field, or no later than the date in the Charge End field in the form for the charge plan, whichever date is earlier.

6. Click Charge.