Start Option - Main

Open Admin > Customer > SA Type Start Option > Add to define a SA type's start options.

Description of Page

Every start option is uniquely identified by the following fields:

CIS Division & SA Type Enter the Division and SA type to which the start option is linked.

Start Option Enter the unique identifier of the option. Pick something easy to recognize as this will be used by CSRs to pick an option when they start service.

Effective Date Enter the earliest effective date. It should be the same as the earliest effective date of the start option's rate (although it doesn't hurt for it to be earlier). The date defaults to the current date. (The status, below, should be Active.)

The remaining fields further describe a start option.

Enter a Description for the start option.

Indicate its Status. For new start options, the status should be Active. When it's no longer applicable, change it to Inactive.

Enter the primary Rate Schedule that should be defaulted onto service agreements created using this option. Refer to Start Option Considerations For SA Types That Use Rates for more information.

Enter the Adjustment Type that should be generated, if any, when service is started using this option. Refer to Start Option Considerations For SA Types That Use Initial Adjustments for more information.

Enter the Recurring Charge Amount that should be defaulted onto service agreements created using this option. This field is only visible when the SA type allows recurring charges. In addition, the prompt for this field is defined on the SA type table on the billing window (e.g., it could appear as Payment Amount, Budget Amount, or Installment Amount). Refer to Start Option Considerations For SA Types That Use Recurring Charges for more information.

Enter the Currency Code in which monetary amounts are denominated.

Enter the Total Amount to Bill that should be defaulted onto service agreements created using this option. This is useful to initiate either a loan or a deposit. The prompt for this field is defined on the SA type table on the billing window (e.g., it could be Deposit Amount or Loan Amount).

Use Number of Periods to default the number of payment periods of service agreements created using this option. This field is only allowed for SA types with special role of Loan. Refer to The Terms Of A Loan Are Stored On A Service Agreement for more information.

If your SA Type has a special role of Interval, then you must enter the Cutoff Time and Start Day Option that should be defaulted onto service agreements created using this option. For start day option, you may choose Current Day or Previous Day. Refer to Start and End Times for Billing for more information about how these fields are used.

If your SA Type has a special role of Billing Determinants Required, you may enter the Cutoff Time and Start Day Option that should be defaulted onto service agreements that are created using this option. For start day option, you may choose Current Day or Previous Day.

If your SA Type has a special role of Billable Charge, then you can setup the start option to automatically create a billable charge when a service agreement is created using this start option. For example, you might have a start option that automatically creates a "one-time invoice" service agreement along with a "tree trimming" billable charge. To use this feature you should turn on the Create Billable Charge switch and specify the Billable Charge Template that will be used to create the billable charge. These fields are only allowed for SA types with special role of Billable Charge.