Linking A Service Agreement To A TOS Through Orders

As described in Configure A Campaign To Link An SA To A Terms Of Service, the system has provided a pair of column reference algorithms to enable your users to link a new service agreement to an existing terms of service record (and its umbrella agreement) when starting service via the order transaction.

When designing your campaign and packages to use this option, consider the scenarios where you may use this to determine whether or not you require additional configuration. The following topics describe some possible scenarios.