Write Off Process - SAs (Service Agreements)
The SA page contains the service agreements whose unpaid, finaled debt is being managed by the write-off process. Open this page using and navigate to the SAs page.
The Description of Page section below describes the fields on this page. Refer to How To Perform Common Write-Off Process Functions for more instructions describing how to use this transaction.
Description of Page
The top portion of every page in this page contains the following information:
Write Off Process is a concatenation of summary information about this write-off process. It is composed of the name of the main customer on the account, the write-off status, the reason code for the write-off status, the write-off control name, and the creation date of the process.
ID is the unique system-generated identifier for this write-off process.
To modify a service agreement linked to the write-off process, simply move to a field and change its value. To add a new service agreement, press + to insert a row, then fill in the information for each field. The following fields display:
Service Agreement identifies the service agreement being collected. Information about the service agreement is displayed adjacent.
Write Off SA Status defines the state of the service agreement in respect of the write-off process. The following values may exist:
Active An Active service agreement is one currently being collected by the write-off process. The service agreement will remain in this state until the last event linked to the process is complete OR the service agreement is closed (due to payment in full) OR you want to remove the service agreement from the write-off process for whatever reason.
Inactive A service agreement becomes Inactive when the last event linked to the process is completed OR the service agreement is closed (due to payment in full) OR you want to remove the service agreement from the write-off process for whatever reason
The Write Off Amount is the amount of debt that initially triggered the write-off process.
The SA Balances area displays how much is owed for the service agreement. The Days Old and Amount information shows how old the current balance is. This information will be blank if the current balance is a credit.
Current Balance indicates the amount the customer currently owes for the service. Payoff Balance indicates the amount the customer would owe if they wanted to close the service agreement. This value is only displayed when it differs from the current balance.
Refer to Current Amount versus Payoff Amount for more information.