Field Service Forumpublic

Field Service

Get Involved. Join the Conversation.

This is a public Forum  public

Topic

    Bakker
    Customer InvoicesAnswered
    Topic posted April 25, 2016 by Bakker  
    132 Views, 4 Comments
    Title:
    Customer Invoices
    Content:

    Hi,

    In Oracle Field Service Cloud, is there any features to generate Invoices for the serive Provided?

    Best Comment

    Hardik Gupta

    Hi Bakker,

    Such functionality is not available.

    You can capture the values that are required for invoice and then create a separate application for Invoice generation.

    The values can be passed to the that application using Message scenario functionality.

    Comment

     

    • Hardik Gupta

      Hi Bakker,

      Such functionality is not available.

      You can capture the values that are required for invoice and then create a separate application for Invoice generation.

      The values can be passed to the that application using Message scenario functionality.

    • Jeffry Husman

      Hi Hardik,

       

      Can you elaborate more on your explanation "Using Message scenario" functionality. Any examples? 

      Thanks

      Jeff

       

    • Hardik Gupta

      Hi Jeffry,

      Suppose to do invoicing we are considering the start time and end time.

      Then we need to send these values to Invoice generation system. Under Notifications-> Message Scenario you can create a scenario that will send these values to external system.

      Regards,

      Hardik Gupta

    • Brett Wallace

      Hi Bakker & Jeffry,

      The other option for invoice generation is to use the daily extract data, rather than the message scenarios.

      Using message scenarios you will get the data soon after the event "e.g. activity complete event", i.e. you will get data for each activity as it completes. This will have to be sent to a public facing web service that you write, which will have to either generate the invoice or pass the data to a system that will.

      Using the daily extract data, you will get this data for all activities for the whole day in a "batch". This daily extract data is typically loaded into BI systems or similar. From here you can extract the data you need for all the activities for a whole day, and process them all at once, potentially by feeding them into an existing financial system you already have. This method does not require a public facing web service to be developed.

      Regards,

      Brett 

     

    community forum