Configure Bill Factors for Umbrella Agreements

For each bill factor that has a value in contract term, contract rider applicability or tax exemption applicability, you must indicate where the system should look for a value when a service agreement is linked to a terms of service with a template SA and where this bill factor is referenced by the rate being applied. Using the terms of service usage flag, tell the system to Check TOS Only, Check SA Only or Check TOS First, then SA.

Fastpath:

Refer to Overriding Rate Terms for more information.

Note:

The terms of service usage flag is only visible on bill factor if the Contract Management module is not turned off.