Stopping Non-Billed Budgets

When a Non-Billed Budget stop is initiated, either on request or because it has expired and is not being renewed, the Non-Billed Budget is transitioned to pending stop status. You can plug in an algorithm (of type SAIS-ST) on the SA Stop Initiation system event on the Non-Billed Budget SA type to automatically finalize and stop the SA (i.e. transition it to stopped status). If you don't use a SA Stop Initiation algorithm, the Non-Billed Budget is stopped the next time the SA activation background process runs.

To finalize a pending stop SA, the system first calls the stop SA algorithm plugged-in on the SA Stop system event on the SA type. The stop SA algorithm type ( SAST-NB) supplied with the base package:

• Distributes any credit on the Non-Billed Budget to the covered SAs (using the method described in Distributing Non-Billed Budget Credit)
• Distributes any excess credit remaining on the non-billed budget using the overpayment distribution algorithm for the account's customer class and the overpayment transfer adjustment type (specified as a parameter to the algorithm)
• Creates a trigger to cause the account to be reviewed by the account debt monitor
• Creates a customer contact (if the customer contact class and customer contact type parameters are populated)

After the SA stop algorithm is finished, the SA stop processing performs the following steps if the SA type has a special role of Non-Billed Budget:

• If the Non-Billed Budget is monitored, create adjustments to synchronize the current and payoff balance of covered SAs using the Adj. Type (Synch Current) adjustment type from the covered SAs' SA types
• Remove the covered SAs from the Non-Billed Budget
• Remove all the scheduled payments from the non-billed budget
• Create an adjustment to synchronize current and payoff on the Non-Billed Budget SA using the Adj. Type (Synch Current) adjustment type from the Non-Billed Budget's SA type