Interval Profile - Related SAs
Open and navigate to the Related SAs page to view service agreements to which this profile is linked.
This page is only available if the Complex Billing module is not turned off.
Description of Page
The Interval Profile Info contains important information about the interval profile. These values only appear after the interval profile exists on the database. The Interval Profile ID is a system-assigned number.
If the profile is linked to more than 25 service agreements, the search criteria are intentionally left blank in order to avoid retrieving all service agreements (with the resultant slow response times). You must therefore use the SA Filter to define the type of service agreements that should be retrieved. See the below for more information about this page's search criteria.
Use the SA Filter to define the service agreements to appear in the grid. The following options are available:
- Account. Use this option to restrict service agreements to those linked to a given Account ID.
- Address. Use this option to restrict service agreements to those linked to service points associated with a given Address, City and/or Postal code. You can specify any combination of these fields.
- All. Use this option if you do not want to filter service agreements.
- Person Name. Use this option to restrict service agreements to those whose account indicates the given Name as the main person.
- SA Type. Use this option to restrict service agreements to those linked to a given CIS Division and SA Type.
Don't forget to click the search button after changing the SA Filter.
The grid that follows contains the Accounts and Service Agreements that match your search criteria.