Service Agreement - Chars, Qty & Rec. Charges
This page contains the Characteristics, Contract Quantities and Recurring Charges that are in effect for the service agreement.
Use and navigate to the Chars, Qty & Rec. Charges page.
Description of Page
The Characteristics grid contains information that describes miscellaneous information about the service agreement. This information is defaulted when service is started using the characteristics defined on the start option used to start service (if any). You should only have to access this section if you need to fine-tune what the system defaults.
You can only choose characteristic types defined as permissible on the service agreement record. Refer to Setting Up Characteristic Types & Their Values for more information.
The following fields display:
Effective Date Indicate the date on which the characteristic value becomes effective. The service agreement's start date defaults.
Characteristic Type Indicate the type of characteristic.
Characteristic Value Indicate the value of the characteristic.
The Contract Quantity grid contains the contract quantities that are in effect for the service agreement. This information is defaulted when service is started using the contract quantities defined on the start option used to start service (if any). You should only have to access this section if you need to fine-tune what the system defaults.
Billing may use this information when it calculates a bill segment for the service agreement if the rate has pre-processing calculation groups. Refer to All Calculation Rule-Based Rates Share a Common Structure for more information about pre-processing calculation groups.
The following fields display:
Effective Date The date this quantity becomes effective. The service agreement's start date defaults.
Contract Quantity Type The type of contract quantity.
Contract Quantity The contract quantity.
The Recurring Charge section contains effective-dated information that defines the recurring charge amount used to calculate the service agreement's bill segments. This information is only displayed if the service agreement's SA type allows a recurring charge amount.
A service agreement's recurring charge amount history is updated by the system behind-the-scenes as part of the Start Service process. The budget recalculation process can also update this information. You should only have to access this section if you need to change a service agreement's recurring charge amount on some future date.
Billing uses recurring charge information to select the appropriate recurring charge when it calculates a bill segment for the service agreement. To modify a recurring charge, simply move to a field and change its value. To change the recurring charge amount effective on a given date, click the + button to insert a row, then fill in the information for each field. The following fields display:
Effective Date The date the charge becomes effective. The service agreement's start date defaults.
Recurring charge changes during a bill period. Only one recurring charge will be used on any bill segment. The system selects the recurring charge value effective on the end date of the bill segment.
Recurring Charge Amount The recurring charge amount.