SA Types for SAs Covered by NBBs

You must modify the SA type for any SAs that you want to allow to be covered by a Non-Billed Budget.

• Verify that the specified Bill Segment Type (on the Billing page) references a financial transaction algorithm to set the current amount to zero for monitored Non-Billed Budgets. The FT creation algorithm type BSBF-BA (i.e., Payoff Amt = Bill Amt / Current Amt = Amt Due ) supplied with the base package sets the current amount to zero for SAs that are covered by monitored non-billed budgets, though this is not evident by the name. (For SAs that are not covered by a Non-Billed Budget, the current amount is equal to the amount due or the recurring charge.) Refer to Billing For SAs Covered By The Non-Billed Budget for more information.
• Set the Eligible for Non Billed Budget flag (on the Billing page) to Eligible for Non-Billed Budget .
• Populate the Adjustment Type (Current = 0) (on the Detail page) to indicate the adjustment to be used to zero out the current amount on the covered SAs when the Non-Billed Budget SA is activated. Use the Add SA To Non-Billed Budget adjustment created above. This adjustment type is only called for SAs that are covered by a monitored Non-Billed Budget.
• Reference an Adjustment Type Profile (on the Adjustment Profile page) that includes the Add SA To Non-Billed Budget adjustment type referenced in the Adjustment Type (Current = 0) field above.
• If not already specified (for write off), an Adj. Type (Synch Current) (on the Main page) is also required. It is used to synchronize (make equal) the current amount with the payoff amount when the SA is removed from (i.e. no longer covered by) a Non-Billed Budget.