Call invoicing

You can use Invoicing to invoice the business partner for the service calls that you handle.

Invoicing parameters

Before you invoice a call, you must first set the invoicing parameters in the Call Parameters (tsclm0100m000) session:

  • Invoice after Call

    Select this check box to enable call invoicing.

  • Time Interval

    When a call is logged, the person who handles the call must determine the invoice interval for the customer. If the sold-to business partner has signed a contract, the invoice interval is taken from the service contract (help desk) terms. If the sold-to business partner did not sign a contract, the invoice interval of the call center, which you define here, is used.

    The time interval for invoicing is used to check if the time spent on the call is invoiceable or not based on the invoice interval limits.

    Start the Invoicing Intervals (tsclm0170m000) session to define a time interval. The main characteristics of the time interval are the lower and upper limits, which are used to determine whether the time spent on a call is invoiced. If the time spent is less than the lower limit, no invoice is created. Otherwise, the actual amount of time spent is invoiced, with the upper limit as maximum.

  • Cost Component

    The default cost component that is used to invoice a call, and which can also be used to influence the level of contract or warranty coverage. Run the Cost Components (tcmcs0148m000) session to select or define the appropriate cost component.

  • Coverage Type

    The value in this field indicates to what extent work is covered under warranty, and what part of the activities can be charged. To select the appropriate coverage type, start the Coverage Types (tsmdm0135m000) session.

  • Path for Labor Rate

    Specify up to three levels for the search path used to retrieve the labor rate:
    • Installation Group
    • Support Engineer
    • Activity Taken
    • Serialized Item Group
    • Support Department

Invoicing a call

The call invoicing procedure includes these steps:

  1. Select the call in the Invoice Calls (tsclm1519m000) session.
  2. On the appropriate menu, click Call to be Invoiced. The Call Invoicing (tsclm1105s000) session starts, in which you can view the call invoicing details.
  3. In the Call Invoicing (tsclm1105s000) session, on the appropriate menu, click Print Draft Invoice to print a draft invoice, which you can check.
  4. In the Call Invoicing (tsclm1105s000) session, on the appropriate menu, click Call to be Invoiced to transfer the call invoicing details to Invoicing.
  5. For details about the invoicing procedure, refer to Using Invoicing.