Obligation Type - Detail

Open Admin, Obligation Type and navigate to the Detail tab to define additional details about a given obligation type.

Description of Page

Turn on Display As Alert if an alert should appear in the alert zone if an account has an obligation of this type that isn't Closed or Canceled. If this switch is on, also enter the Alert Information to appear in the zone. We recommend only using this feature on unusual obligation types (e.g., write-offs) so that a user is not presented with an alert for every obligation type.

If this obligation type is used for any of the special roles defined in the drop down of Special Role Flag, indicate which one. Valid values are: Pay Plan, Write Off and Billable Charge. This information is used on windows with functionality that can only be used by obligations used for specific roles. For example, the Pay Plan window group can only reference Pay Plan obligations.

Note: The values for this field are customizable using the Lookup table. This field name is SPECIAL_​ROLE_​FLG.
Note: The Billable Charge special role value is only visible if your implementation has not turned off the BI — Billing (Classic) module. This role applies only to classic billing functionality. Refer to the Where Used section below for more information on Billable Charge obligation types.

If the Special Role is Write Off, you must also define the following adjustment type:

Turn on One Time Charge if this obligation type is used for one-time invoices. When a one-time invoice obligation is created, the system sets the stop date of the obligation to be equal to the start date.

Note: The One Time Charge field is only visible if your implementation has not turned off the BI — Billing (Classic) module.

Set Renewal to Not Allowed, Optional or Required depending on the business rules for obligations of this type. Renewal logic is not common for revenue period based obligations because those types of obligations typically cover a specific revenue period. Renewal may be applicable for special obligations that are used to track a long term financial obligation like a license and have an expiration date.

If renewal is required or optional, specify the Renewal Days Before Expiration.

Where Used

The alert information is used by the alert zone to alert a user when unusual obligations exist for an account. Refer to Alert Zone for more information.

Only obligation types designated as being Billable Charge may have billable charges linked to them. Refer to Maintaining Billable Charges for more information.

Only obligation types designated as Pay Plan may be used to set up pay plans. Refer to Pay Plans for more information.

Only obligation types designated as being Write Off may be specified as the write off obligation type on distribution codes. Refer to Setting Up Distribution Codes for more information.