Non-Billed Budget - Main
The Main page contains basic information about the Non-Billed Budget. Open to maintain this information.
Description of Page
Non-Billed Budget SA (service agreement) information and SA ID are displayed on each page. These values only appear after the service agreement exists on the database. The SA ID is a system assigned random number that stays with a service agreement for life. The Non-Billed Budget SA information is a concatenation of important details about the service agreement and its account.
The Account ID is identification of the account that is financially responsible for the service agreement.
Indicate the CIS Division and SA Type. These fields control aspects of the service agreement's behavior, such as whether the Non-Billed Budget is monitored or unmonitored. These fields are gray when the status is not Pending Start.
For more information about Non-Billed Budget SA types, refer to Defining Non-Billed Budget Options.
If Scheduled Payment Auto Pay is Included in Auto Pay and the account is set up for automatic payment, the scheduled payments are covered by auto pay. If Excluded from Auto Pay, the scheduled payments are excluded from auto pay if it is set up for the account.
Recommendation Rule is used to create a recommended payment amount and payment schedule. The SA type controls which recommendation rules are allowed for the Non-Billed Budget SA.
Current Balance indicates the amount the customer currently owes on the Non-Billed Budget. If the Non-Billed Budget is unmonitored, the current balance is always zero.
Payoff Balance displays the total amount the customer would owe if they wanted to close the service agreement. For Non-Billed Budgets, the payoff balance typically represents an accumulated credit that has not yet been distributed to the covered SAs (at bill completion time or when the Non-Billed Budget is stopped).
The Start Date defines when the financial relationship begins. The End Date is a display only field that indicates when the financial relationship terminates. The Expiration Date is the date on which the SA expires. The Renewal Date is the date on which the SA is scheduled to be renewed by the SA renewal background process. If the SA is not renewed by the expiration date, the stop process is initiated.
The Recommendation Rule Parameter Values grid specifies the parameters and their values to use for the selected recommendation rule:
- Parameter is the name of the parameter from the recommendation rule algorithm type.
- Value is the value used for the parameter. If the recommendation rule allows, you can override the default values by specifying your own.
The recommendation rule's payment schedule algorithm type (NBPS-MON) controls the number and type of parameters. The recommendation rule controls the default values and whether they can be overridden.
The Covered Service Agreements grid lists the utility and other SAs that are on the Non-Billed Budget. You must create the list of covered SAs before the recommendation rule can recommend a payment amount and list of scheduled payments. The grid displays the SA ID, SA Information, Current Balance and Payoff Balance for covered SAs.
The scheduled payments grid displays the scheduled payments created by the recommendation rule (after you click the Recommend NBB button). You can manually create or modify the Scheduled Date and or Scheduled Amount of any scheduled payment in the list. The Total of Scheduled Payments shows the total of all scheduled payments in the list.
Refer to Scheduled And Actual Payments On The Non-Billed Budget for more information on what occurs when the base Non-Billed Budget scheduled payment background process processes scheduled payments that are due.
In the Action grid:
- Click Recommend to create a recommended payment schedule based on the recommendation rule.
- Click Renew to manually renew the Non-Billed Budget. This executes the SA renewal algorithm for the SA type and returns new renewal and expiration dates for the SA.
- Click Break to manually cancel the Non-Billed Budget. This executes the break Non-Billed Budget algorithm defined for the SA type, and changes the status of the SA to pending stop.