Overview Of Umbrella Agreement & Terms Of Service

An umbrella agreement is used to group together terms for a contract. It contains high level information about the contract such as the effective dates, the renewal date, if applicable and an account management group, if applicable. You may also define characteristics and contacts for the umbrella agreement.

The terms of the umbrella agreement are defined using one or more terms of service (TOS) records. For each TOS record, you must link one or more service agreements to indicate the services covered under the TOS.

The Terms of Service may point to a 'template service agreement' as a way to specify the rating terms and conditions to be used by all service agreements linked to the TOS. If a TOS does not define a template SA, then the TOS is used largely as a grouping mechanism rather than a billing mechanism.

Umbrella agreements and their terms of service records are used to support specific business scenarios that your organization supports.