SA Type - Main Information
Open to define core information about your SA Types.
Every SA Type is owned by a CIS Division. This Division controls many values that can be referenced on the SA Type. If you don't understand Divisions and their place in the application, do NOT attempt to set up your SA Types. Rather, refer to Setting Up CIS Divisions before proceeding.
Description of Page
Enter a unique combination of CIS Division and SA Type for every service agreement type.
Enter a Description for the SA type.
Service Type defines the type of service associated with the SA type. If the SA type has rates, only rates belonging to this service type may be linked to the SA type.
For more information about service types, refer to Setting Up Service Types.
Select the Distribution Code and GL Division that defines the receivable account for receivable-oriented service agreements. For non-receivable oriented service agreements, this distribution code is typically as follows:
- Charitable contributions. The distribution code is a charity payable account.
- Deposits. The distribution code is a deposit payable account.
- Non-Billed Budgets. The distribution code is an overpayment payable account.
- Company usage. The distribution code is a company usage expense account.
- Write off. The distribution code is a write-off expense account.
- Payment arrangements. The distribution code is a payment arrangement receivable account.
For more information about GL accounts, refer to The Source Of GL Accounts On Financial Transactions.
Select the Revenue Class associated with the SA Type (and its service agreements). The revenue class may affect the revenue account(s) generated by the service agreement's rate.
Refer to Designing Calculation Groups and Rules for more information about revenue class.
Turn on Start Options Required if you want to force a customer service rep to choose a start option when they start service for this SA Type (on the Start Account window). If this switch is off and a rate is required for the SA Type, the system defaults the SA type's default rate on new service agreements. The default rate is defined on the SA Type - Rate page.
Refer to Setting Up Start Options for more information about the pros and cons of requiring start options.
Select the Pay Segment Type that defines how payment segments linked to service agreements of this type affect:
- The service agreement's payoff and current balances
For more information about payment segment types, refer to Setting Up Payment Segment Types.
When a tender is canceled, a cancellation reason must be supplied. If the cancellation reason indicates a NSF (non sufficient funds) charge should be levied, the system invokes the Levy an NSF Charge algorithm specified on the tender's account's customer class. Because adjustments must be linked to a service agreement, the algorithm must determine the appropriate service agreement to use to levy the adjustment based on business rules. The charge is levied using the NSF Adjustment Type of the appropriate service agreement's SA type.
You must specify adjustment type profiles on the SA type (on the Adjustment Type window) before adjustment types will appear in the above drop downs.
For more information about adjustment types, refer to Setting Up Adjustment Types. For more information about cancellation reasons, refer to Setting Up Payment Cancellation Reasons.
Select the Payment Priority. This field is available for use by the algorithms that distribute partial payments amongst an account's service agreements. Higher priority service agreements will have their debt relieved before lower priorities. Refer to Distribution Based on Payment Priority and Delinquent Payment Distribution Algorithm for information about payment distribution algorithms that use this field.
The values for this field are customizable using the Lookup table. This field name is PAY_PRIORITY_FLG.
For more information about distribution priority, refer to Distributing A Payment Amongst An Account's Service Agreements.
Select the Delinquent Payment Priority. This field is available for use by the algorithms that distribute partial payments amongst an account's service agreements. Higher priority service agreements will have their debt relieved before lower priorities. Refer to Delinquent Payment Distribution Algorithm for information about a payment distribution algorithm that uses this field.
The values for this field are customizable using the Lookup table. This field name is DEL_PRIORITY_FLG.
Turn on Do Not Overpay if the system is not allowed to distribute an overpayment to this type of service agreement (i.e., the service agreement is not allowed to have a system-created credit balance). This field is available for use by algorithms that distribute overpayments. Refer to Overpayments Held On Highest Priority Service Agreement for information about an overpayment algorithm that uses this field.
Turn on Late Payment Charge if the system should generate a late payment charge for this type of service agreement if payment is not received on time. If this is turned on, you must define the LPC Calc. Algorithm used to calculate the late payment charge amount. Refer to Defining Late Payment Charge Options for more information about late payment charges. Examples of algorithm types used for calculating late payment charges are BILPC-SPRC and BILPC-TOTAL.
Define the Adjustment Type (Synch Curr) that will be used to synchronize (make equal) the current amount with the payoff amount on a service agreement of this type. This type of processing happens as follows:
- Most write-off algorithms that perform financial efforts (e.g., writing off debt), will issue an adjustment of this type if the service agreement's current and payoff balances are not equal.
- If a user stops a customer on a budget plan, the system issues adjustments of this type to synchronize the customer's current and payoff balances.
- If a user stops a service agreement covered by a Non-Billed Budget , the system issues adjustments of this type to synchronize the customer's current and payoff balances.
- If a cancellation of a bill segment occurs after a customer has stopped participating in a budget plan, an adjustment of this type is issued to synchronize the imbalance created when the bill segment's financial transaction is canceled.
Turn on CIAC SA Type and specify an appropriate CIAC Refund Process if service agreements of this type are used to bill for Contribution In Aid of Construction (CIAC) charges. Refer to CIAC Segmentation for more information.