Start Option Considerations - SA Types That Use Recurring Charges

To understand the following discussion, you should be familiar with the following concepts:

Many SA types use the recurring charge algorithms to generate the bill segments. For example, if you let a customer pay for a $900 heat pump in 3 installments of $300, you'd have an SA type called CA/MERCH-I and indicate it uses the recurring charge algorithm.
When a CSR creates an SA type that uses recurring charge algorithms, they can enter the recurring charge amounts on Start/Stop Service - Start Confirmation window OR they can specify a start option on this window and let the system populate the recurring charge amount. For example, if you let a customer pay for a $900 heat pump in 3 installments of $300, you can set up a start option called HP 3PAY with an installment amount of $300.
Depending on the type of service being started, you might also need to generate an adjustment when service is started in order to initialize the total debt. For example, when a customer buys a heat pump we'll need an adjustment issued to realize the entire $900 of revenue.

The following table provides examples of recurring charge SA types with several typical start options:


CIS Division/ SA Type	Start Option	Adjustment Type	Install Amount	Comments
CA/CHARITY	DONATE $5		5	This causes a charitable contribution to be created with an installment amount of $5.
CA/CHARITY	DONATE $10		10	This causes a charitable contribution to be created with an installment amount of $10.
CA/PA-REGU	PAY $10 PM		10	This causes a payment arrangement to be created with an installment amount of $10.
CA/PA-REGU	PAY $20 PM		20	This causes a payment arrangement to be created with an installment amount of $20.
CA/PA-UNRE	PAY $10 PM		10	This causes a payment arrangement to be created with an installment amount of $10.
CA/PA-UNRE	PAY $20 PM		20	This causes a payment arrangement to be created with an installment amount of $20.
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/DEP-I	PAY $40 PM		40	This causes a deposit service agreement to be created with an installment amount of $40. The CSR would be required to define the total deposit amount to be billed over the life of the service agreement on the secondary SA window on the Start Account window.