What Happens At Finalization Time?

When a service agreement is finalized, the following takes place:

• If the service agreement's SA type has a SA Stop algorithm, the algorithm is executed.
• If the service agreement is for a non-billed budget (i.e., the SA type has a special role of Non-billed Budget ), the system removes all covered SAs from the Non-Billed Budget. Refer to Stopping Non-Billed Budgets for more information.
• If the service agreement is covered by a non-billed budget, the SA is removed from the Non-Billed Budget. Refer to Stopping a Covered SA for more information.
• When the last active service agreement covered by a non-billed budget is stopped, the Non-Billed Budget will be stopped (i.e., its state will be changed from active to pending stop ).
• The service agreement's state will be changed from pending stop to stopped.
• If the service agreement has an active severance process, the process and its severance events will be canceled.
• If the service agreement is linked to an active collection process, the service agreement is "removed" from the collection process. If the collection process has no other active service agreements, it is canceled.
• When the last service agreement linked to an account is stopped, the account's bill cycle will be changed so that the account will be final billed when billing next executes. The system selects the latest open bill cycle where the Freeze and Complete switch value matches the value of the Freeze and Complete switch of the account's current bill cycle. In addition, the account's protect bill cycle flag is set to No so that the next time this account starts service, its bill cycle will be set based on the new service point's service cycle.
• The main customer's billing address will be changed to reflect the value specified on the Start/Stop page (and this may involve changing the main customer's override mailing address on their person record).
• If the service agreement is for a deposit (i.e., the SA type has a special role of Cash Deposit ), the system calculates interest through the stop date. In addition, the SA's current balance is synchronized with its payoff balance (using the sync adjustment code defined on the service agreement's SA type).
• When the last active service agreement governed by a deposit class is stopped, all active deposit service agreements governed by the same deposit class will be stopped (i.e., their state will be changed from active to pending stop ). These pending stop deposit service agreement will then be stopped (as per the above points).
• When a service agreement is stopped, the system automatically cancels the budget. Refer to Canceling A Budget for more information.