Start Option Considerations - Initial Adjustment SA Types
To understand the following discussion, you should be familiar with the following concepts:
• Some SA types depend on an adjustment to book their initial debt. For example, the CA/MERCH-I SA type requires an initial adjustment to book the payoff amount for the entire cost of the merchandise. Another example would be a loan service agreement (refer to Booking The Principal Amount Using An Adjustment for the details).
• When a CSR starts an SA type that requires an initial adjustment, they can create the adjustment immediately after starting service OR then can specify a start option when they start service and let the system generate the adjustment. You could let the system create the adjustment to book the $900 associated with the heat pump as shown in the previous section.
The following table provides examples of SA types that use adjustments with several typical start options:
CIS Division/
SA Type
Start Option
Adjustment Type
Install Amount
Comments
CA/MERCH-I
HP 3PAY
HEATPUMP
300
This causes a merchandise service agreement to be created with an installment amount of $300. It also causes an adjustment to be issued to realize the $900 of revenue.
CA/MERCH-I
BBQ 3PAY
BBQ
250
This causes a merchandise service agreement to be created with an installment amount of $250. It also causes an adjustment to be issued to realize the $750 of revenue.
CA/CONNECT
CONNECT
CONNECT
This causes an adjustment to be issued to realize the connection charge.