For The SA That Is The Owner

If this service agreement is the owner SA, the system automatically creates SA owned profiles for your service agreement if you set up the appropriate start options for your service agreement type. You may also create SA owned profiles for your service agreement manually:

  • Create the profile (refer to Interval Profile Maintenance for more information). Be sure to choose your Service Agreement ID when creating the profile.
Note:

If you are on the Service Agreement Interval Info page, you may navigate to Interval Profile page by choosing Go To Interval Profile +. This brings your service agreement ID to the interval profile page and populates the service agreement field.

  • Go to the Service Agreement - Interval Info tab to link this profile to your service agreement.
  • Choose the appropriate Profile Relationship Type for this SA/Profile link. This Profile Relationship Type may be the link to a Rate Component if this profile is getting billed.
  • Indicate the Interval Profile ID that you want to link to the service agreement.
  • Save your record.