Start/Stop - Pending SA
If you need to change additional information about the pending start or stop SAs, navigate to the Pending SA tab. Alternatively, you can click the Drill Down button on the SA grid of the Main tab.
Description of Page
If the total number of pending start/stops for the account does not exceed the start stop details threshold defined in Installation Options, an entry appears in the scroll for each entry in the SA grid on the main page. Use the Pending Start/Stop SA navigation arrow buttons to select the pending SA you want to review or modify. This page is split between the primary SA on the top, and the reciprocal SA on the bottom. The following fields are available.
Primary SA:
SA Info Summary information about the pending start/stop SA is displayed.
Cancel Turn on this switch if you wish to cancel the pending start/stop.
Date This is the start date for pending start service agreements and the stop date for pending stop service agreements.
Reason This column indicates if the pending start/stop is System Generated or Customer Requested. System-generated starts are created when a tenant stops service at a premise covered by a landlord agreement. System-generated stops are created when a customer requests a start at a premise where the existing customer hadn't already requested a stop.
CIS Division / SA Type These fields define the type of service agreement that will be created. These fields will be gray if the service agreement is pending stop.
If you change the CIS Division, you must change the SA Type to reflect one of the services that the division manages.
If the SA is linked to a service point, the SA types are restricted based on the type(s) of service points (SP) the system has associated with the service agreement (as indicated in the message box). If there are no SPs, only SA types that don't use SPs are displayed. If there is a single SP, only SA types valid for the related SP Type are displayed. If there are multiple SPs, only SA types valid for all related SP Types are displayed.
Start Option Some SA Types have start options. A start option defines the rate and contract terms defaulted on the service agreement. This field will be gray if the SA type does not use start options or if the service agreement is pending stop.
Premise Summary information about the pending start / stop premise is displayed.
Reciprocal SA:
SA Info Summary information about the pending start/stop SA is displayed.
Cancel Turn on this switch if you wish to cancel the pending start/stop.
Date This is the start date for pending start service agreements and the stop date for pending stop service agreements.
Reason This column indicates if the pending start/stop is System Generated or Customer Requested. System-generated starts are created when a tenant stops service at a premise covered by a landlord agreement. System-generated stops are created when a customer requests a start at a premise where the existing customer hadn't already requested a stop.
CIS Division / SA Type These fields define the type of service agreement that will be created or stopped. This field will be gray if the service agreement is pending stop.
If you change the CIS Division, you must change the SA Type to reflect one of the services that the division manages.
If the SA is linked to a service point, the SA types are restricted based on the type(s) of service points (SP) the system has associated with the service agreement (as indicated in the message box). If there are no SPs, only SA types that don't use SP's are displayed. If there is a single SP, only SA types valid for the related SP Type are displayed. If there are multiple SPs, only SA types valid for all related SP Types are displayed.
Start Option Some SA Types have start options. A start option defines the rate and contract terms defaulted on the service agreement. This field will be gray if the SA type does not use start options or if the service agreement is pending stop.
Premise Summary information about the pending start / stop premise is displayed.
Account The name of the main customer associated with the reciprocal's service agreement's account is displayed.
If the total number of pending start/stops for the account exceeds the start stop details threshold defined in Installation Options, the pending start/stop SAs and their reciprocal SAs are displayed in a grid; you can control the service agreements that appear using filter options.
The section beneath Account provides you with options that control which service agreements appear in the grid. The following points describe the various options:
- Use the SA Action Filter to restrict the service agreements
that appear in the grid to pending starts or pending stops. The following
options are available:
- All. Use this option if you do not wish to restrict service agreements based on SA Action.
- Start. Use this option to restrict service agreements to pending starts.
- Stop. Use this option to restrict service agreements to pending stops.
- Use the date filter to restrict service agreements to those that will start or stop between the From Date and the To Date.
- Use the Premise Filter to restrict the service agreements
to those that are linked to a specific characteristic premise. The
following options are available:
- All. Use this option if you do not wish to restrict service agreements based on premise.
- No Premise. Use this option to restrict service agreements to those that do not have a characteristic premise.
- Specific Premise. Use this option to restrict service agreements to those with a characteristic premise of Premise ID.
- Use the SA Type Filter to restrict service agreements
to those of a given SA Type.
- All. Use this option if you do not wish to restrict service agreements based on SA Type.
- Specific SA Type. Use this option to restrict service agreements to those of a given CIS Division and SA Type.
- Use the Geographic Type Filter to restrict the service
agreements that appear in the grid based on the geographic type and
value of the service points that are linked to the service agreement.
The following options are available:
- All. Use this option if you do not wish to restrict service agreements based on a geographic type and value.
- <Geographic Type>. Use this option to restrict service agreements to those that will be linked to service points / premises associated with the selected geographic type and Geographic Value.
Don't forget to click the search button after changing the filters.
The Select All / Clear All buttons are used to select service agreements if you plan on issuing any of the mass update actions at the bottom of the page. These buttons are enabled if at least one service agreement is displayed in the grid.
30 service agreements at a time. Clicking Select All selects the first 30 service agreements in the grid. If more than 30 service agreements exist, you must select and start them in batches.
The grid that displays contains the service agreements that match your search criteria. Click on the drill down button to open the Pending SA Details page.
Please refer to the Pending Start/Stop SA scroll for a description of the fields in the pending start/stop SA grid on the Pending SA tab and on the Pending SA Details page. Additional fields are described here:
Pending SAs Grid:
- Select box. Use this checkbox to select service agreements for mass update.
- The Action icons highlight if the associated SA is a pending start or a pending stop and if there are reciprocal SAs. Refer to the action icon on Start Stop - Main.
Mass Update Buttons:
Use the Cancel Selected button to cancel the selected pending start/stops together with any associated reciprocal pending start/stops. This button is enabled if you have selected one or more pending SAs.
Use the Change Start/Stop Date button to change the start/stop date for the selected pending start/stop service agreements. If a selected start/stop has a reciprocal SA, its start/stop date is also changed. This button is enabled if you have selected one or more pending SAs.