1. Using Core Application
  2. Generate the Invoice

Generate the Invoice

After you finish capturing the debrief information, you can obtain your customer’s signature and generate an invoice in PDF format.

  1. Sign in to Oracle Fusion Field Service.
  2. Open the relevant activity that has already been started
  3. Click Debrief on the Activity Details page.
  4. Click Sign and Save.
  5. Obtain the customer's signature in the Customer Signature field.
    If you are using a touch screen device, the app detects touch as the method to fill the signature. In such cases, you cannot use the mouse to fill the signature.
  6. Perform any of the following action:

    • Click Download to save the invoice as a PDF within the activity properties for review and confirmation.

      Note: If you are working in a web browser, you can download and share the Debriefing data as a PDF with other application users.

    • Click Share to send the Debriefing data using an installed application on your device, such as your email or messaging app.

      Note: If you are using a Mobile application, the sharing options are based on the apps available on your mobile device.
    • Click Submit to close the plug-in.
    The invoice is saved as a PDF file in the activity property for download and review. he invoice will be saved as a PDF within the activity properties. To make changes, reopen the activity and repeat the debriefing process. A new PDF will overwrite the existing one.

Capturing Customer Signature

When using the Oracle Fusion Field Service, the signature is captured using a touch-enabled interface provided by the Debrief plugin within the Oracle Fusion Field Service application. Here’s how it works:

  • Signatures are typically captured through a touchscreen on devices such as, tablets or smartphones. Users can sign directly on the touchscreen using their finger or a stylus. If using a non-touch device such as a laptop, the signature can be entered with a mouse.

  • The Oracle Fusion Fields Service plugin uses the custom property to capture customer or mobile workers signature (usually as a digital canvas) within the Field Service application. The user draws their signature in this area.

  • The captured signature is stored as a digital image and is saved with the relevant work order or service request.