Designing Your SA Types
Your interval service agreements will require special data to be set up, such as special rates, interval profiles, TOU maps and contract options. In addition, it will need to define a cutoff time and start day option. The system requires you to indicate a special role of Interval for SA types defined for interval billing service agreements.
Refer to Defining Service Agreement Types to help you design the standard fields required for all SA Types. Additionally, for interval SA Types, you will need to define the valid Profile Relationship Types, the valid Map Relationship Types and the valid Contract Option Types for this SA Type.
Let's assume that we set up only one SA Type for all interval billing customers. As a result, all the relationship types defined in our sample are valid.
|
CIS Division / SA Type |
Special Role |
Profile Relationship Type |
Map Relationship Type |
Contract Option Type |
|
CA / E-INTBIL |
Interval |
HEDGECVR |
ACTVDMD |
INTERRUPT |
|
OVRHEDGE |
CURTAIL |
CURTAIL |
||
|
MEASDMD |
||||
|
ACTVDMD |
||||
|
RACTVDMD |
that this setup does not provide any link between the profile relationship types, the map relationship types and the contract option types. These are just a list of valid entries for the SA Type.
Although we created a TOU map relationship type for RACTVDMD above, it is not needed for the TOU mapping rate so it is not linked to the SA Type as a valid value.
Refer to Setting Up SA Types for more information.