Bill Print Group - SA Sub Group

This page is used to link the account's service agreements to one of the bill print group's subgroups.

Open Menu > Customer Information > Bill Print Group > Search and navigate to the SA Sub Group page to maintain this information.

Description of Page

The Bill Print Group's ID, Account ID and Effective Date are displayed at the top of the page.

The filters control the service agreements that appear in the SAs in Bill Print Group grid. The following points describe the various options:

  • Use the SA Filter to define the types of service agreements that appear in the grid. The following options are available:
    • Address. Use this option to restrict service agreements to those linked to service points associated with a given Address, City and/or Postal code. Note, you can specify any combination of these fields.
    • All. Use this option if you do not wish to restrict service agreements based on service agreement attributes.
    • Bill Print Sub Group. Use this option to restrict service agreements to those that are linked to a given Bill Print Sub Group.
    • Geographic Type. Use this option to restrict service agreements to those linked to service points associated with a given Geo Type and Value.
    • SA Type. Use this option to restrict service agreements to those linked to a given CIS Division and SA Type.
  • Use Status Filter to restrict the service agreements based on their status. The following options are available:
    • All. This option shows all service agreements regardless of status.
    • Refer to Service Agreement Lifecycle for the various status values.

Don't forget to click the search button after changing the filters.

The SAs in Bill Print Group contains an entry for every non-cancelled service agreement linked to the account that is linked to one of the bill print group's subgroups. The following information appears in the grid:

  • Use Bill Print Sub Group to define the subgroup associated with the service agreement.
  • Use Sequence when there is more than one service agreement in the subgroup. The sequence controls the order in which the service agreement's financial information appears on the bill.
  • The SA Information column provides a brief description of the service agreement.
  • The Service Agreement column contains the unique identifier of the service agreement.
  • The Premise Information column contains the characteristic premise associated with the bill segment's service agreement.

The next set of filters control the service agreements that appear in the SAs Not in Bill Print Group grid. The following points describe the various options:

  • Use the SA Filter to define the types of service agreements that appear in the grid. The following options are available:
    • Address. Use this option to restrict service agreements to those linked to service points associated with a given Address, City and/or Postal code. Note, you can specify any combination of these fields.
    • All. Use this option if you do not wish to restrict service agreements based on service agreement attributes.
    • Geographic Type. Use this option to restrict service agreements to those linked to service points associated with a given Geo Type and Value.
    • SA Type. Use this option to restrict service agreements to those linked to a given CIS Division and SA Type.
  • Use Status Filter to restrict the service agreements based on their status. The following options are available:
    • All. This option shows all service agreements regardless of status.
    • Refer to Service Agreement Lifecycle for the various status values.

Don't forget to click the search button after changing the filters.

The SAs Not in Bill Print Group contains an entry for every non-cancelled service agreement linked to the account that is NOT linked to one of the bill print group's subgroups. The following information appears in the grid:

  • Use Bill Print Sub Group to define the subgroup associated with the service agreement.
  • Use Sequence when there is more than one service agreement in the subgroup. The sequence controls the order in which the service agreement's financial information appears on the bill.
  • The SA Information column provides a brief description of the service agreement.
  • The Service Agreement column contains the unique identifier of the service agreement.
  • The Premise Information column contains the characteristic premise associated with the bill segment's service agreement.