Linking To A UA For A Given Account

Imagine that you would use this logic when an important customer is starting additional service and has an existing umbrella agreement for other services that the new service should be added to. The user creating the order is probably the account manager for that account and would know the correct terms of service record to link the new service to.

For this scenario, you do not need to provide any "help" to the user to indicate that linking to a TOS is an option or to help select the correct TOS. You simply need to ensure that the campaign that would be used by this account manager to start service for the important customer simply includes a question / miscellaneous field to link the SA to the terms of service.