Allow Recurring Charge Switch versus Bill Segment Algorithm

The following table shows valid combinations of the SA type's allow recurring charge switch and the bill segment creation algorithm defined on the SA type's bill segment type. If N/A appears in a cell, the combination is not supported in the system. Otherwise, we list typical types of service agreements that will use a combination.


Bill Segment Create Algorithm	SA Type Recurring Charge Switch: Not allowed	SA Type Recurring Charge Switch: Optional	SA Type Recurring Charge Switch: Required
Apply Rate To Usage Request	Metered services - no budget Lamp services Misc item services. Company usage. Misc recurring charges whose value is specified in a rate or is taxable.	Metered services - budget optional	Metered services - budget required
Recurring Charge With Auto Stop	N/A	Payment arrangements. Merchandise installment plans. Zero-interest loans. SEE NOTE!	Payment arrangements. Merchandise installment plans. Zero-interest loans. SEE NOTE!
Recurring Charge For Amount To Bill	N/A	Deposit installment plans. SEE NOTE!	Deposit installment plans. SEE NOTE!
Recurring Charge	Charitable contributions	N/A	N/A
Billable Charge	One time invoices. Pass through charges	N/A	N/A
Loan	N/A	N/A	Loans.

Note:

Most recurring charge SA types require a recurring charge amount on their service agreements. However, the above matrix indicates you can have recurring charge SA types where this value is optional. Why? A special algorithm exists in billing that says if the recurring charge amount is 0 (zero) the system will bill the remaining payoff balance or total amount to bill. This algorithm exists so that you can easily bill the amount in one lump sum (i.e., don't bill it in installments).

Where Used

The billing information is used when the system creates a bill segment for service agreements of this type.