Determine the Types of Service Agreements Linked to the Membership

Memberships typically exist to reward customers for participating in standard service with the company. Refer to How Are Service Credits Earned? for more information. If memberships of this type are related to standard service for your company, determine the SA types for these service agreements.

Note:

Standard Service SA Types. These service agreement types are probably different from the type of service agreement you may link as the membership SA. The membership SA is used for miscellaneous charges like general ledger posting. These SA types are related to electricity service, gas service, etc.

For our three examples, assume that the company provides electric service and cable. The capital credits are related only to electric service, frequent flier miles are accumulated for a combination of services, and free pay-per-view movies are related only to cable service.

Membership Type

Description

SA Types

STDCAPCR

Standard capital credit membership

E-RES (Electric Residential) AL-RES (Area Lighting)

FFDELTA

Delta frequent flier miles

E-RES (Electric Residential) AL-RES (Area Lighting) CABLE -RES (Cable Residential)

FREEPPV

Free pay-per-view movies

CABLE-RES (Cable Residential)