How To Start A Non-Billed Budget Service Agreement

To set up a new Non-Billed Budget:

  • Navigate to the Non-Billed Budget maintenance page.
  • If the account is not already specified, select the Account for which you want to start the Non-Billed Budget.
  • Define the CIS Division and SA Type to use for the Non-Billed Budget service agreement.
  • If necessary, change the Start Date (the current date is defaulted).
  • Select the Recommendation Rule to use and modify any of the default parameters to meet the needs of the customer.
  • Verify the list of Covered Service Agreements. All the account's SAs that are eligible for Non-Billed Budget are listed. Click Removes unwanted service agreements from the Covered Service Agreements list. to remove unwanted SAs from the list.
  • Click Recommend.
  • On the pop-up dialog, specify the Schedule Start Date and click Recommend.
  • Make any necessary changes to the expiration date, renewal date and scheduled payments grid and click Save.