Designing Your Start Options

Once you have your rates defined and your SA Type defined, you should design Start Options to aid your customer service representatives in setting up these service agreements.

You will first need to design your start options with regard to standard SA information. Note that there may be other setup required before you can add your interval billing start options:

• To link common profiles to a start option you will need to create the appropriate profile first.
• To link common classic TOU maps to a start option you will need to create the appropriate TOU map first. This is only applicable to common maps that should be linked to the service agreement. In our example, it applies to the active demand map. The reactive demand map is linked directly to the rate component so no start option information is needed.
• To link shared contract options to a start option you will need to create the appropriate contract option first.

Note that when designing our rate components above, we did not give names to their rate schedules. Let's call the interval pricing rate schedule "INTPRC" and let's call the TOU Map rate schedule "INTTOU".

Recall that the classic TOU Map rate component required profile relationship types that we did not define above. We will assume that profile relationship types are defined with the same names as the map relationship types. We will also assume that the profile types define the same interval size as the map types.

You may also use Start Options to define Cutoff Time and Start Day Option, if they are different from the values defined on the installation record. Let's assume that our TOU mapping customers use a different Cutoff Time from the installation record.

The following table shows the start option definitions with the rates and the cutoff time information.

The following table shows the profile related start options.

The following table shows the classic TOU map related start options.

The following table shows the contract option related start options.

Let's summarize what these tables define:

• The INTPRC rate requires 2 SA Owned profiles and one Common profile. The Common Profile needs to be created and linked to the start option. (For clarification, the Profile Type used for the profile is displayed in parentheses.) For the SA Owned profile, you need to indicate the profile type.
• There are two possible configurations for the rate INTPRC. As a result, there are two start options, each with the correct configuration defined.
• For the rate INTTOU, the SA will need profiles, TOU maps and, if they use the curtailment option, contract options.
  • The profiles will be SA owned, so only the profile relationship type and profile types are indicated.
  • For the TOU maps, the active demand maps is common so the actual map is indicated, whereas the curtailment map will be SA owned so only the map type is indicated. (The reactive demand map is linked directly to the rate component.)
  • The curtailment option will be shared by more than one service agreement, so the contract option itself is linked to the start option.

Refer to Setting Up Start Options to learn how to enter this information.