Service Provider SA Relationship

Use this page to manage a service provider's SA relationships and customers. You can view a given service provider's SA relationships of a given type that is in effect on a specified date. You can expire existing relationships or add new relationships. This page is particularly useful for managing negotiated terms.

Open Menu > Customer Information > Service Provider SA Relationship to view this information.

Description of Page

Select the SA Relationship Type.

If the SA Relationship Type’s Service Provider Model is Market Service Provider, the following additional inputs are required:

  • Market identifies the market in which the service provider participates. Selecting a value will enable Provider Configuration Option.

  • Provider Configuration Option specifies the service provider’s billing/payment relationship within the specific market. Selecting a value will enable the Market Relationship Service Provider.

  • Market Relationship Service Provider specifies the ‘It’s Us’ service provider, meaning the utility company who is implementing this system. This is either a distributor or a retailer, depending on the utility’s role in the market. The selection list consists of service providers with the selected billing/payment relationship for the selected market.

Note: Refer to Setting Up Market SA Relationship Options for more details on Service Provider Market Options.

Select the Service Provider. If the SA Relationship Type’s Service Provider Model is Market Service Provider, the service providers to choose from are those that are valid for the selected Market, Provider Configuration Option, SA Relationship Type and Market Relationship Service Provider.

Enter an Effective Date. This date filters the results so that only those SA relationships that are in effect on this date are shown.

Use SA Filter to restrict the SA relationships that are shown in the grid based on criteria of the related master service agreement. The following options are available:

  • Address. Use this option to restrict SA relationships to those whose service agreements are linked to service points associated with a given Address, City and/or Postal code. Note, you can specify any combination of these fields.
  • All. Use this option if you do not wish to restrict SA relationships based on service agreement attributes.
  • Geographic Type. Use this option to restrict SA relationships to those whose service agreements are linked to premises or service points associated with a given Geo Type and Value.
  • SA Type. Use this option to restrict SA relationships to those whose service agreements are linked to a given CIS Division and SA Type.

Don't forget to click the search button after changing the filters.

The Select All / Clear All buttons are used to select / unselect the SA relationships in the results grid. These buttons are enabled if there is at least one SA relationship in the results grid.

The grid that follows contains a line for each SA relationship that has a status of pending or active that meets the search criteria. Canceled SA relationships are not shown. If an SA relationship has more than one sub-SA, additional lines are used to show the additional sub-SA information. The following information appears in the grid:

  • Select box. Use this checkbox to select SA relationships that you want to expire using the Expire SA Relationship(s) button.
  • Click the go to button to transfer to the Account - Main page where you can perform maintenance functions on the account listed under Account Information.
  • The Account ID column shows the account of the master SA linked to the SA relationship.
  • The Account Information column shows information about the account identified by the account ID.
  • Click the go to button to transfer to the Premise - Main page where you can perform maintenance functions on the premise listed under Premise Information.
  • The Premise Information column shows information about the premise of the service point linked to the master SA of the SA relationship. If the master SA is linked to multiple service points, one is selected at random.
  • The Premise ID column shows the ID of the premise whose premise information is shown.
  • Click the go to button to transfer to the Service Agreement - Main page where you can perform maintenance on the service agreement listed under SA Information.
  • The SA Information column shows information about the master SA that the SA relationship is linked to.
  • The SA ID column shows the ID of the master SA that the SA relationship is linked to.
  • Click the go to button to transfer to the Service Agreement - Main page where you can perform maintenance on the service agreement listed under Sub SA Information.
  • The Sub SA Information column shows information about the sub SA linked to the SA relationship.
  • The Sub SA ID column shows the ID of the sub SA linked to the SA relationship.
  • Click the go to button to transfer to the SA relationship page where you can perform maintenance functions on the SA relationship listed under SA Relationship Information.
  • The SA Relationship Information column shows information about the SA relationship meeting the search criteria.
  • The SA Relationship ID column shows the ID of the SA relationship meeting the search criteria.

Following the grid is a section with action buttons that allow you to add or expire relationships for the given service provider:

  • Press the Expire SA Relationship(s) button to expire the SA relationships that you have selected with the checkbox. You will be asked to confirm the date that you want the selected SA relationships to expire. Each selected SA relationship is expired by creating a new SA relationship without a service provider, i.e., its Usage is Expire SA Relationship. This new SA relationship will be effective the day after the expiration date you specify. This is because an SA relationship that expires on a given day is deemed to be effective until the end of that day.
  • Note that you can only expire SA relationships where the SA type and SA relationship type allow gaps in the relationship.
  • Press the Add SA Relationship button to add a new SA relationship for the service provider and SA relationship type entered above. Enter the effective date for the new SA relationship and the service agreement that the new SA relationship is for. After confirmation, a new SA relationship is added in a pending status. Note that if there is an existing SA relationship with the same effective date whose Usage is Expire SA Relationship, this relationship is replaced by a new SA relationship with the given service provider.