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 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.