Service Agreement - Billing Scenario

Note:

This tab may not appear. This tab is suppressed if the quotation Contract Management module is turned off.

This page allows you to define a proposal service agreement's billing scenario. Refer to Proposal SAs Contain Billing Scenarios for more information.

Open this page using Menu > Customer Information > Service Agreement > Search, then navigate to the Billing Scenario page.

Description of Page

This page is protected if the service agreement being displayed is not a proposal service agreement .

When a quote is generated for a proposal SA, the system creates a simulated bill segment for each billing scenario linked to the proposal SA. Each simulated bill segment shows the prospect how much their bill would be if the pricing terms on the proposal SA were applied to the billing scenario's consumption in the related time period.

Note:

You should not have to enter this information from scratch. You can set up the system to automatically generate billing scenarios when a proposal SA is created. Refer to Proposal SAs Contain Billing Scenarios for the details.

The following information is defined for each billing scenario:

  • Start Date and End Date define the simulated bill segment's period.
  • The grid contains the consumption that will be priced during this period:
    • Unit of Measure is the unit of measure of the service quantity.
    • TOU is the time-of-use code of the service quantity.
    • SQI is the service quantity identifier of the service quantity.
    • Initial Service Quantity is the initial quantity passed to the rate (and massaged by the rate's pre-processing calculation group(s), if any exist).
    • Service Point ID is used if your rate uses pre-processing calculation groups that require characteristic values from the service point or premise. For example, the calculation rule that converts CCF to therms uses a bill factor to store the conversion factor. This bill factor may have been configured to use characteristics on the service point / premise (e.g., the conversion factor may differ based on the storage location associated with the service point).