Start/Stop - Start Confirmation

The Start Contract Confirmation page appears after a user clicks the Start button on Start/Stop - Main. This page presents a summary of the contract(s) that will be created if the Start button on this page is clicked. Refer to How To for a description of how to perform common start functions.

Description of Page

The Account ID and the primary name of the account's main customer are displayed at the top of the page.

The Start Date is the date on which the service is scheduled to start.

Start Requested By contains the name of the person who requested the start.

The Contracts to Start scroll contains an entry for every contract that will be created if you click the Start button. If you do not want a contract to be created, click the - button (or turn off Start this Contract). If you'd like to start a contract, click the + button. The following fields appear on this page:

Start this Contract

Turn this switch on if you want this type of contract to be created. Turn this switch off if you do not want this type of contract to be created.

If you used a Start Method of Start a Contract on the Start/Stop page, this switch will be turned on by default.

Division / Contract Type

These fields define the type of contract that will be created. If you change the division, you must change the contract type to reflect one of the services that the division manages.

Total Amount to Bill

Use this field if the contract is supposed to bill a given amount over its lifetime. This is typically used for deposit contracts to define the amount of the deposit that should be billed. If the deposit is billed in installments, the installment amount is specified in the next field. This field is gray if the respective contract type doesn't use the Total Amount to Bill option.

The Lock Icon

This button is only appears if the contract type has a "special role" of Cash Deposit and references a deposit class. When clicked, the system attempts to calculate a recommended deposit amount by calling the recommended deposit amount algorithm that is plugged in on the contract type's deposit class.

Recurring Charge Amount

This field's label is dynamic based on the content of the Recurring Charge Amount Label on the respective contract type. This field is gray if the respective contract type doesn't use the Recurring Charge option. This field is typically used only for the following types of contracts:

  • Contracts on a levelized payment plan. This field contains the amount charged each month for the service regardless of the actual amount owed.
  • Deposit contracts on an installment plan. This field contains the installment amount.
Contract Information

This is a display-only area that provides information about the specific pending start contract.

Messages

This is a display-only area that provides information about the account's start / stop situation in general.

When you click the Start button, the system performs the following for every service:

  • A contract is created effective on the start date.
  • The contract's rate is populated with the contract type's default rate.