Override Of Other Rate Terms By TOS
There are other terms associated with a rate that may change when linking a service agreement to a terms of service record that has a template SA. These include contract riders, contract terms and tax exemptions.
When applying the rate to create the customer's bill segment, if a bill factor on any of the calculation rules indicates that it is eligible for tax exemptions, contract terms or contract riders, a flag on the bill factor indicates where the system should look for the appropriate value. The Terms of Service Usage flag tells the system to find applicable information either on the TOS's template SA only, on the customer's SA only or it should first check the TOS, then check the customer's SA.
Refer to Configure Bill Factors for Umbrella Agreements for more information.
Independent of rate source. The flag values on the bill factors are independent of the rate source setting for the SA type. For example, your implementation may configure the SA type's rate source to indicate that rate should be taken from the TOS template SA. However, if a bill factor is eligible for tax exemptions, your implementation may configure the bill factor to indicate that the exemption information should be taken from the customer's SA, not the template SA.