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Setting Up NRC Plans

Nonrecurring (NRC) plans are used to define installment plans for payment of one-time charges. A good example is a service package, which may have an initial payment to start the service, followed by twelve monthly charges. These charges are billed on the first of the month. Field Service enables a service organization to define this type of charge plan and create invoices for the monthly billing charges.

See Defining Charge Plans for Agreement Line Items for more information on how NRC plans are associated with agreement line items.

To create nonrecurring charge (NRC) plans

  1. Navigate to the Administration - Contracts screen > Non-Recurring Plans view.
  2. Create a new record and complete the fields as appropriate.

    Some fields are described in the following table.



    Select this check box to display this NRC plan as an option in the Agreements screen > Line Items > Charge Plan view.


    Select this check box to convert this record and child records to read-only status.

    Selecting this check box also makes the Plan Details view read-only.

    NOTE:  To use an NRC plan, it must be active and committed.

    You must now add plan detail information to show the division of charges into installments, the percentage of the nonrecurring charge to bill at each schedule interval (monthly, quarterly, or annually) and any additional fee to add to each installment (as a percentage, a fixed amount, or both).

  3. Click the Plan Details view tab.

    Each record in the Plan Details view describes the amount to charge for each payment.

  4. Create a new record for each installment and complete the fields as appropriate.

    Some fields are described in the following table.



    This is the installment number (for example, if 4 is entered, that line describes details about the fourth installment of the nonrecurring charge.)

    NRC %

    Percentage of the NRC total amount to charge on that installment.

    Additional %

    Any additional percentage amount to charge on that installment, such as an interest charge.

    Additional Charge

    Any additional fixed fee to charge on the installment, such as a service fee.

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