Restricting CIS Division

CIS Division appears through much of the system. The primary objects that reference a CIS Division are account, service agreement, and premise. It is also referenced on secondary objects such as orders and on pages that interact with the primary objects such as start/stop and payment arrangement.

A flag on CIS Division, Restrict to Account CIS Division, can be used to restrict service agreements and premise to the account’s CIS Division. It is important to note that it is the account’s CIS Division that matters. When this flag is set, many of the system pages default CIS Division and restrict the user for changing the value. The following rules are enforced in addition to the visible changes:

  • Service agreement’s CIS Division must match its account’s CIS Division.

  • Account CIS Division cannot be changed if the account has non-canceled service agreements.

  • Account Protect CIS Division switch is turned on and is protected. This is done because the switch becomes irrelevant since all service agreements match the account’s CIS Division and the account CIS Division would not change.

  • When starting service, only premises that match the account CIS Division or do not have a CIS Division maybe chosen. This rule is applied when choosing a premise via start/stop or order.

  • While most SA/SPs are created by the system when service is started, it is possible to manually maintain SA/SPs. When searching for a service point from Service Agreement - SA/SP, the search is limited to SPs whose premise matches the account CIS Division or does not have a CIS Division.

  • As mentioned, this setting applies to the account CIS Division. When changing a premise’s CIS Division, the system checks all accounts ever linked to the premise, to see if any of the accounts’ CIS Division has set the Restrict to Account CIS Division option to Restricted.
    Note: The Premise to Account association is checked through the relationship from Premise to Service Point to SA/SP to Service Agreement to Account.

  • If the Account’s CIS Division is set to restrict the CIS Division, then the Premise’s CIS Division is restricted to remain the same as the Account’s CIS Division. It can also be set to blank unless the premise type requires it.

  • The characteristic premise on a service agreement is restricted to premises linked to the account if the service agreement requires an SP. For other service agreements the premise search is restricted to the account CIS Division.

Warning: Do not turn on this flag without reviewing your existing data to ensure that it adheres to the rules enforced when the flag is set. The above rules are enforced on not just current data, but historic data as well such as closed service agreements. It is intended to ensure a consistency over the life of the objects associated with the CIS Division. This flag is configurable for each CIS Division, but consider the implications of setting it on some, but not all CIS Divisions.