Configure SA Types for Umbrella Agreements

For each type of service agreement that may be linked to a terms of service record, you must configure the Rate Source for the SA type to indicate if the rate should always be taken from the service agreement ( Check SA Only ) or if the rate should be taken from the terms of service record for the service agreement, if any ( Check TOS First, then SA ).

Fastpath:

Refer to Overriding Rate Terms for more information.

Note:

The rate source is only visible on SA type if the Contract Management module is not turned off.

Parent topic

Setting Up Umbrella Agreement Options