Persons and Service Providers

A great deal of information about your service providers is defined using a person. For example, a service provider's name, address, phone numbers, electronic ID's, etc. are all defined on the person object.

In addition, every service provider must have a service provider object created for it. The service provider object contains information about a provider's relationships with the customer and your organization, for example:

  • Do you calculate bills for the service provider? If so, do you have their rates or do they interface their charges to you? Refer to Billing Relationships for more information.
  • Do you send the customers' consumption to the service provider? Do they send it to you? Refer to Consumption Relationships for more information.
  • How are financial settlements between your organization and the service provider implemented (do you pay them when you get paid?, do you purchase the receivable for them?, etc.). Refer to Service Providers Have Service Agreements Too for more information.
  • Etc.
Fastpath:

Refer to Designing Your SA Relationship Types and Service Providers for more information.

Note:

In some situations, you will need to set up a service provider for your own company. Refer to When Your Company Is A Service Provider for the details.