Service Agreement - Main Information
The Main page contains basic service agreement information. Open to maintain this information.
Description of Page
SA (service agreement) Info and SA ID are displayed on every page. These values only appear after the service agreement exists on the database. The ID is a system assigned random number that stays with a service agreement for life. The SA Info is a concatenation of important details about the service agreement and its account.
Formatting may be performed by a plug-in. The contents of SA Info may be formatted by a plug-in algorithm on SA Type. Refer to the base package's C1-SAT-INFO for an example. If such an algorithm is not plugged-in on the SA Type, the system looks for a corresponding algorithm on the installation record. Refer to the base package's C1-SAI-INFO for an example. If you prefer different formatting logic, your system administrator should configure the system appropriately.
SA Status defines the state of the service agreement. The system typically changes the state of a service agreement behind-the-scenes. If you can't wait for the system, use one of the adjacent buttons:
- Click the Activate SA button to activate a Pending Start service agreement.
- Click the Cancel SA button to cancel a Pending Start or Active, Pending Stop or Stopped service agreement.
- Click the Initiate Stop button to populate the End Date and change the state of the service agreement to Pending Stop.
- Click the Stop SA button to stop a Pending Stop service agreement.
- Click the Close SA button to close a Stopped or Reactivated service agreement.
- Click the Reinstate SA button to reinstate a Closed, Reactivated, or Stopped service agreement to an Active service agreement.
Refer to The Lifecycle of a Service Agreement for more information about SA Status.
If the quotation module is not turned off, a "real" service agreement can be created when a proposal service agreement is accepted. If the service agreement you've displayed was created in such a way, information about the Proposal SA will appear beneath SA Status.
Enter the Account ID that is financially responsible for the service agreement. If you change a service agreement's Account ID, you are effectively transferring this service agreement (and its debt) to the new account.
Indicate the CIS Division and SA Type. These fields are very important as they control numerous aspects of the service agreement's behavior. These fields are gray when the status is not Pending Start.
For more information about what the SA type controls, refer to Setting Up SA Types.
The Start Date defines when the financial relationship begins. The End Date defines when the financial relationship terminates. If the end date is blank, the service agreement has not yet been terminated.
Use Maximum Bill Threshold if you want the system to generate a bill error when a bill segment is produced in batch that exceeds a given value. These bill errors will appear on the standard billing queries and To Do lists. If, after reviewing the high value bill segment, a user truly intends to send the bill out, they should regenerate the bill. Refer to How To Correct A Bill Segment That's In Error for more information.
Default note. The value of Maximum Bill Threshold defaults from the service agreement's SA type.
If the SA Type has a special role of Bill Determinants Required, you must enter the Cutoff Time and Start Day Option that is used on a bill determinants usage request.
- The Cutoff Time is entered in "legal time". This value defaults from either the start option or the installation record.
- For Start Day Option, you may choose Current Day or Previous Day. This value defaults from either the start option or the installation record.
Use Customer Read to define if the customer reads their own meter. Valid values are: Yes, No.
Turn on Allow Estimates if it's OK for the billing process to use estimated usage from Oracle Utilities Meter Data Management for this service agreement. If the SA type does not allow estimates, this field will be gray.
If you've set up the system to use start options, you can have the system default many fields by copying the terms from a start option when service is started using either Start / Stop or the Order transaction. The Start Option field contains the last start option whose field values were copied to the service agreement. If you need to change a service agreement's terms by applying a different start option, you can. Refer to Changing A Start Option for a description of how to do this.
If the service agreement's rate uses premise-based characteristics for taxation and other purposes, Characteristic Premise ID defines the premise that supplies these characteristics. This field also defines the premise under which the service agreement's bill segments are classified and is used to identify where the service agreement's service is located on various windows. This field is gray if the service agreement's SA type doesn't require a characteristic premise. For more information about rates and their use of characteristics, refer to Setting Up Bill Factors .
Selecting a characteristic premise. If the service agreement has service points, only premises associated with these service points may be selected as a Char Premise. If the service agreement doesn't have service points, any premise may be selected.
Your conversion process will fill in Old Account ID for service agreements that were converted from your legacy CIS system. The payment upload process uses this field to locate the accounts for payments that reference a legacy account number.
If the service agreement requires a total amount to bill, the amount is displayed. This field is typically only used on loan or cash deposit service agreements. It holds either the loan amount or the desired cash deposit. If you increase this field's value, the customer will be billed for any difference between the new amount and the total amount billed (and paid for) to date. The label that appears for this field is defined on the SA type (on the Billing tab). We recommend that the system be set up so that this label is very specific, for example:
- It should be called Cash Deposit Amount if the total amount to bill is for a deposit.
- It should be called Loan Amount if the total amount to bill is for a loan.
Number of Payment Periods only appears for loan SA types. It displays the number of periods specified when the loan was first activated. (The number of payment periods may have been subsequently changed on Loan maintenance.)
If the service agreement uses a recurring charge, the current recurring charge amount is displayed. Transfer to the Service Agreement - Recurring Charge to update this value. This field is not visible if the service agreement's SA type doesn't allow recurring charges. The label that appears for this field is defined on the SA type (on the Billing tab). We recommend that the system be set up so that this label is very specific, for example:
- It should contain Budget Amount if the recurring charge is for a budget.
- It should contain Installment Amount if the recurring charge is used for a deposit being paid in installments.
- It should contain Payment Amount if the recurring charge is used for a loan.
SA Relationship ID contains the ID of the SA Relationship that is associated with a sub service agreement. This field is only visible on sub service agreements. Refer to Sub Service Agreements for more information.
CIAC Review Date displays the last date that the Contributions In Aid of Construction (CIAC) review process ran for this service agreement. This field is only visible if the SA type indicates this is a CIAC service agreement. Refer to CIAC Segmentation for more information on CIAC.
Deposit Interest Calculated contains the last date the system applied interest. This field is only visible if the SA type has a special role of Cash Deposit.
The Scheduled Payment Autopay flag determines if the Non-Billed Budget scheduled payments are excluded from automatic payment or included by automatic payment. If the account is not set up for automatic payment for the period that covers the Non-Billed Budget, this flag cannot be set. This field is only visible if the SA has a special role of Non-Billed Budget.
The NBB Recommendation Rule displays the description of the non-billed budget recommendation rule used for this SA. This field is only visible if the SA has a special role of Non-Billed Budget.
Expiration Date contains the date at which the service agreement is set to expire.
Renewal Date contains the date at which the service agreement is to be renewed. Renewal date is disabled if renewal is not allowed on the SA type.
Debt Class indicates the debt class into which the service agreement's current balance is categorized by credit and collections. A service agreement's debt class is defined on its SA type. Refer to Different Collection Criteria For Different Customers And Different Debt for more information about debt class.
Current Balance indicates the amount the customer currently owes for the service.
Payoff Balance indicates the amount the customer would owe if they wanted to close the service agreement. This value is only displayed when it differs from current balance.
Refer to Current Amount versus Payoff Amount for more information.
The Days Old and Arrears Amount information shows how old the current balance is. This information will be blank if the current balance is a credit.
Information about debt balances by age is not applicable to open-item accounts.
This bottom of this page contains a tree that shows the various objects linked to the service agreement. You can use this tree to both view high-level information about these objects and to transfer to the respective page in which an object is maintained.
The topics that follow describe miscellaneous features on this page.