Setting Up Profile Relationship Types

Profile Relationship Types define the role that a set of interval data will serve for a customer. Open Admin > Interval Profile Rel Type > Add to define your profile relationship types.

Note:

This page will not be available if Complex Billing module is turned off.

Description of Page

Enter a unique Interval Profile Relationship Type ID and Description for the profile relationship type.

Enter the Interval Profile Type collection. This is a list of valid interval profile types whose collections of data can serve the role defined by the profile relationship type.

Note:

To aid in setup, the interval profile type is not a required field on this user interface. This will help you to define your high level interval relationship types first and then define the more detailed profile types. The valid profile types will need to be linked to the appropriate relationship types prior to creating service agreement interval profiles.