SA Type - C&C
Open and navigate to the C&C page to maintain attributes that affect how the system severs the service agreement when collection attempts fail.
Refer to Designing Your Severance Procedures for more information.
Description of Page
Select the Debt Class associated with the SA Type. Any debt on a service agreement of this SA Type will be categorized under this debt class.
Select the Write Off Debt Class Code associated with the SA Type. Any debt on a service agreement of this SA Type will be categorized under this debt class during write-off processing.
Write Off Debt Class vs. Regular Debt Class. It's important to be aware that a SA type references both a regular debt class and a write-off debt class. The regular debt class controls the collection criteria applied against an account's service agreements. The regular debt class is also used to segregate an account's outstanding balance on several queries in the system. The write-off debt class controls the write-off criteria applied against an account's stopped service agreements. The reason the system supports two different debt classes is because you may categorize your service agreements differently when you try to collect overdue debt versus when you write-off debt. Refer to The Big Picture Of Write Off Processing for more information.
The information in the Severance Criteria collection defines the SA Type's severance criteria. Severance criteria define the severance process to be executed for service agreements of a given SA type. The severance process may differ depending on some attribute of the customer or premise. For example, you may have a different severance process if the customer has life support equipment.
The following information is not intuitively obvious. Refer to Designing Your Severance Procedures for more information.
The following fields are required for each instance:
Priority The priority controls the order in which the system determines if the severance process should be applied (the first severance process whose algorithm applies is used). Higher priorities are checked before lower priorities.
Severance Criteria Algorithm Select the algorithm to be used to check if the severance process should be initiated for service agreements of this type. If a condition is met, a severance process is created using the associated severance process template.
If you haven't done so already, you must set up this algorithm in the system. To do this:
- Create a new algorithm (refer to Setting Up Algorithms).
- On this algorithm, reference an Algorithm Type that determines if the severance of a service agreement should be processed using the associated Severance Process Template.
You must have at least one entry in this collection otherwise the system will not start a severance process when a service agreement of this type needs to be stopped due to non payment. This entry should have the lowest priority code and should reference a Severance Criteria Algorithm that references the SV CRIT DFLT algorithm type.
Severance Process Template Specify the severance process template to use to sever the service agreement; its description is displayed adjacent.
Where Used
The debt class has multiple uses:
- The system summarizes an account's debt by debt class on Account - Main Information and Account - Financial Balances.
- Debt class is one component that controls how the system analyzes an account's overdue debt (the others are the account's collection class and currency). Refer to Different Collection Criteria For Different Customers And Different Debt for more information.
- Write off debt class is one component that control how the system writes off an account's stopped service agreements. Refer to Different Write-Off Criteria For Different Customers And Different Debt for more information.
The severance criteria are used when a collection event is activated that indicates that service should be severed.