For The SA That Is Not The Owner

This assumes that the profile already exists and is linked to the owner SA. If not, follow the steps above.

  • Go to the Service Agreement - Interval Info tab to link this profile to your service agreement.
  • Choose the appropriate Profile Relationship Type for this SA/Profile link. This Profile Relationship Type may be the link to a Rate Component if this profile is getting billed.
  • Indicate the Interval Profile ID that you want to link to the service agreement.
  • Save your record.