Rate Schedule Override by TOS
If a service agreement is linked to a terms of service, you may configure the system to use the rate schedule from the terms of service record's template SA rather than the one from the customer's service agreement. The customer's SA type controls this option.
Refer to Configure SA Types for Umbrella Agreements for more information.
If a service agreement is linked to a terms of service record, the rate information tree on the service agreement's rate info tab tells the user whether the rate from the service agreement or from the template SA on the TOS is currently applicable.
If a given service agreement's rate schedule is being taken from the terms of service record's template SA, then the override rate schedule is used not just in bill calculations, but for any logic that requires the service agreement's rate schedule. For example, one of the recommended budget amount algorithms may estimate consumption and apply the service agreement's rate. In this case, the rate used by the algorithm is the one linked to the terms of service record's template SA.