Determine The SP Type (if any) For Each Service Agreement

The SA types and start options control how the service agreement will look (i.e., they control the rate, contract riders, characteristics, interval profiles, time-of-use maps, etc. defaulted onto new service agreements created when a package is selected). During this step, you define the SP type of the service point that will be linked to the service agreement. If several different types of SP types can be used for a service agreement, you'll have to choose one as this is the type of service point that will be created when the service agreement is created. If you plan to allow the package to be used to start service at an existing premise (and you don't want the system to create new service points), you will have to develop new plug-ins. Please speak to your implementation group if you need more information.

In our example campaign, only one SP type is created (or reused if the premise already has a service point of this type) - E-RES (electric residential service point):

SA Type

Start Option

SP Type

E-RES

Senior

E-RES

E-RES

Single-Elec Heat

E-RES

E-RES

Single-Gas Heat

E-RES

E-RES

Multi-Family

E-RES

Note:

Many service agreements don't need SP types. For service agreements that don't use service points (e.g., deposit service agreements, charitable contributions, one-time charges, etc.), you don't have to reference a SP type.