Attempt To Close The SA Before Creating A Write Off Process

Before the write-off monitor creates a write-off process for a stopped and reactivated service agreement, it attempts to reduce the service agreement's debt to zero using all of the following methods:

  • If the account has active service agreements, it will transfer the finaled debt to a pending start or active service agreement.
  • If the debt or credit amount on the service agreement is small, the system will generate an adjustment to 'write it down' (or up in the case of a small credit).
  • If the service agreement has a large credit amount, the system will generate an A/P adjustment (resulting in a check being sent to the customer).
Note:

Plug-in algorithms do the work. Algorithms that are plugged-in on the write-off control responsible for managing the service agreement's debt actually perform the above effort. You can customize these algorithms to behave exactly how your collections staff desires.

If the algorithms responsible for the above effort are successful in reducing the service agreement's debt to zero, then the service agreement closes and will not be subject to write-off processing. If the above algorithms don't result in the service agreement's debt being reduced to zero, a write-off process will be started (as describe below).