Service Agreement - Rate Info

The rate info page contains the service agreement's rate and information needed by the rate to calculate the service agreement's bill segments. This information is only displayed if the service agreement's SA type allows a rate.

Open Menu > Customer Information > Service Agreement > Search and navigate to the Rate Info page.

Description of Page

The Rate grid controls the rate used to calculate the service agreement's bill segments. Multiple rows will only exist if the service agreement's Rate changes over time.

A service agreement's Rate is populated by the system when service is started. The method used to populate the initial Rate depends on how service is started and whether you use start options:

• If the service agreement's SA type uses start options:
  • If the Order transaction is used to start service, the rate is populated using the start option associated with the package that was selected by the user when the order was completed.
  • If Start/Stop is used to start service, the rate is populated using the start option selected by the user when service was initiated.
• If the service agreement's SA type does not use start options, the SA type's default rate is populated on the service agreement.

Billing selects a single rate from the Rate grid when it calculates a bill segment for the service agreement. If multiple rates are defined in this grid, the rate is selected based on the service agreement's SA type's Rate Selection Date. The following fields display:

• Effective Date is the date the rate becomes effective. The service agreement's start date defaults.
• Rate Schedule defines the rate used to calculate the service agreement's bill segments. Note, you can only choose rates defined as permissible on the service agreement's SA type; the permissible rates are shown in the adjacent tree.

The Contract Rider grid contains the contract riders that are in effect for the service agreement. This information is defaulted when service is started using a start option (using the contract rider information defined on the start option). You should only have to access this section if you need to fine-tune what the system defaults.

Billing uses this information when it calculates a bill segment for the service agreement if:

• The rate used to calculate the bill segment contains a calculation rule that references a bill factor.
• The referenced bill factor requires a contract rider to levy the associated charge.

If a Contract Rider does not exist or is not effective, the charge associated with the calculation rule is not applied to the customer's bill.

To modify a contract rider linked to the service agreement, simply move to a field and change its value. To remove a contract rider, click the - button. To add a new contract rider, click the + button and fill in the information for each field. The following fields display:

• Use Start Date to define the date on which the contract rider becomes effective. The service agreement's start date defaults.
• Use End Date to define the date on which the contract rider expires. This field need only be specified if the contract rider expires on an explicit date.
• Use Bill Factor to define the type of rider. You may only reference Bill Factors designated as being applicable for contract riders. Note, the Bill Factors linked to the rate that are marked with contract rider applicability are shown in the adjacent tree under the Contract Rider node.

The Contract Values grid contains the contract values that are in effect for the service agreement. This information is defaulted when service is started using the contract value information defined on the start option used to start service (if any). You should only have to access this page if you need to fine-tune what the system defaults.

Billing uses this information when it calculates a bill segment for the service agreement if:

• The rate used to calculate the bill segment contains a calculation rule that references a bill factor.
• The referenced bill factor uses a contract value to define the amount charged.

The following fields display:

• Use Start Date to define the date on which the contract value becomes effective. The service agreement's start date defaults.
• Use End Date to define the date on which the contract value expires. This field need only be specified if the value rider expires on an explicit date.
• Use Bill Factor to define the type of value. You may only reference Bill Factors designated as allowing values in contract terms. Note, the Bill Factors linked to the rate that are marked as allowing values in contract terms are shown in the adjacent tree under the Contract Value node.
• Use Value to define contract value.

The Tax Exemptions section contains the taxes from which the service agreement is all or partially exempt.

Billing uses this information when it calculates a bill segment for the service agreement if:

• The rate used to calculate the bill segment contains a calculation rule that references a bill factor.
• The referenced bill factor can have tax exemptions that limit the amount of the charge.

If the bill factor doesn't have a tax exemption or there are none that are effective during the bill period, the tax is levied in full. If the service agreement is exempt, the appropriate charge associated with the tax is calculated. We strongly recommend using the "%T" substitution character in the Description on Bill on tax-exemptible calculation rules so that an appropriate tax exemption message appears on the customer's bill.

The following fields display:

• Use Start Date to define the date on which the tax exemption becomes effective.
• Use End Date to define the date on which the tax exemption expires.
• Use Bill Factor to define the tax from which the service agreement is exempt. You may only reference bill factors designated as being tax exemptible. Note, the Bill Factors linked to the rate that are marked as tax exemptible are shown in the adjacent tree under the Tax Exemption node.
• Use Percent Exempt to define the customer tax exemption percent (e.g., 90 means the customer is 90% exempt and will only pay 10% of the normal tax rate).
• Use Tax Exempt Type to specify the type of exemption.
• Use Tax Certification if the customer has a tax exemption certificate.