Rate Information Tree

The tree shows the service agreement's permissible rates and the related types of contract riders, contract values and tax exemptions that are possible given these rates.

• The Permissible Rates node displays all the rate schedules associated with the service agreement's SA Type.
• The Effective Rate Schedule node indicates the rate schedule currently effective.
• The Contract Rider node displays the bill factors linked to the service agreement's rate(s) that may have contract riders defined for them. If you expand a node, you can see the individual calculation rule(s) on which the bill factor is specified. If the service agreement has a value defined for the contract rider that is currently in effect, it is also shown.
• The Contract Value node displays all the bill factors linked to the service agreement's rate(s) that may have contract values defined for them. If you expand a node, you can see the individual calculation rule(s) on which the bill factor is specified. If the service agreement has a contract value defined that is currently in effect, it is also shown.
• The Tax Exemption node displays all the bill factors linked to the service agreement's rate(s) that may have tax exemptions defined for them. If you expand a node, you can see the individual calculation rule(s) on which the bill factor is specified. If the service agreement has a tax exemption defined for the bill factor that is currently in effect, it is also shown.

If the service agreement is currently linked to a terms of service record for an effective umbrella agreement, additional information is displayed in the tree.

• The Permissible Rates node displays the rate source value associated with the service agreement's SA Type.
• If the terms of service record linked to the service agreement has a template SA and the rate source is Check TOS First, then SA , the Effective Rate Schedule node displays the rate schedule for the template SA. An additional node indicating whether the rate source is the template SA or the current SA is displayed below.
• The Contract Rider, Contract Value and Tax Exemption nodes include the terms of service usage value from the bill factor.