Designing SA Types For Service Provider Financial Settlements

As explained in Service Providers Have Service Agreements Too, We Bill For Them and They Bill For Us service providers require a service agreement. You must create SA types for these types of service agreements. The following points provide a few suggestions that will help you design these financial settlement SA types:

• Service type should probably be a non-service oriented service type.
• Distribution code for We Bill For Them settlement SAs should be a payable account (or treat it as a "contra" receivable. Refer to Receivable Segmentation for more information.
• The sub SA switch should be turned off.
• Start options are not allowed.
• The payment distribution and late payment information should be set up as for any SA type. Refer to Cash Distribution Segmentation and Late Payment Charge Segmentation for more information.
• Special role should not be used.
• Deposit class should be used if the settlement service agreement is covered by a deposit. This would probably only be used for They Bill For Us service providers (because they will owe us money).
• The one time charge switch should be off.
• These service agreements are not billable and therefore none of the billing information should be specified.
• The characteristic premise switch should be off.
• Rates should not be used.
• Service points should not be used.
• Adjustment types profiles should be set up accordingly.
• Debt class, write off debt class, and severance criteria should be set up accordingly.
• Billable charge templates should not be used.
• Completion algorithms should not be used.
• Freeze algorithms should not be used.

Refer to Setting Up SA Types for how to set up these new SA types in the system.