Contract Associations

Once a contract has been assigned, you must associate specific Products and Services with specific Contract terms. These products and services are the ones that are counted toward fulfilling the terms of the Contract. They are also used when calculating Multiplier Fee and MRC Multiplier Fee penalties.

Contract Product Association

Products can be associated with the Term Commitment term type. If the contract is assigned at the customer account level, products assigned at the account level and products assigned to the services in that account can be associated with the contract term. If the Contract is assigned at the service level, only the products that are under that service can be associated with the contract term.

Notes:

• Term Commitment terms cannot include Corporate Children.

• These Products include products, packages, and pricing plans.

1. On the Services tab, in the lower pane, right-click the Contract and select Properties > Associated Products > Term Commitment term. This displays the Associated Products for Term Commitment term table.

   

   The Associated Products for Term Commitment term window contains the following information.

   Parent Svc Number	Service number the product is assigned to.
   Description	Name of the product.
   Start Date	Start date of the product.
   End Date	Disconnect date of the product.
   Billing Status	Billing status of the product.

2. To add or remove items to be associated with the Contract term, right-click on the term and select Manage Associated Products. This displays the Choose Products window.

   

   The Choose Products for Term Commitment term window contains the following information.

   Parent Svc Number	Service number the product is assigned to.
   Description	Name of the product.
   Start Date	Start date of the product.
   End Date	Disconnect date of the product.
   Billing Status	Billing status of the product.
   Include Type
   All	When selected, all items in the list are checked and items cannot be added or removed.
   Inclusive	When selected, the items in the list that are checked are associated with the Contract Term.
   Exclusive	When selected, the items in the list that are NOT checked are associated with the ConTerm.

3. To add or remove an item, either Inclusive or Exclusive must be selected.

4. Right-click on any item to either Select All or Deselect All.

   Note

   Products that have been disconnected or whose Billing Status is Not Billing cannot be associated with a contract term, but a product can be associated with the contract term and later disconnected or changed to Not Billing. These products continue to be displayed on the list, but do not contribute to fulfilling the terms of the Contract.

5. Click Save. If an item is disconnected or has a billing status of “Not Billing,” you are prompted to decide whether to have the invalid items displayed in the list or have them deleted from the list.

Contract Service Association

Services can be associated with the Minimum Guarantee, Maximum Guarantee, and Service Count Commitment term types. Only services that are associated with a contract term are counted toward fulfilling the terms of the contract.

If the Contract contains a Service Count Commitment contract term, the contract must be assigned at the customer level.

If the contract is assigned at the customer level, all active services are eligible to be associated with the contract term.

If the contract is assigned at the service level, only that service is associated with the contract term.

If “Include Children” was selected when the Contract was created, services belonging to Corporate Account children accounts are included in the list.

1. On the lower pane of the Services tab, right-click the Contract and select Associated Services > Minimum Guarantee term, Maximum Guarantee term or Service Count Commitment term. This displays the Associated Services for the contract term table.

   

   The Associated Services for the contract term list contains the following information.

   Service Number	Service number associated with the Contract Term.
   Description	Name of the service type.
   Effective Date	Date the service became effective.
   Disconnect Date	Disconnect date of the service.
   Billing Status	Billing status of the service.

2. To add or remove items to be associated with the Contract term, right-click on the term and select Manage Associated Services. This displays the Choose Service Numbers dialog window.

   

   The Choose Service Numbers for the contract term list contains the following information.

   Service Number	Service number associated with the Contract Term.
   Description	Name of the service type.
   Effective Date	Date the service became effective.
   Disconnect Date	Disconnect date of the service.
   Billing Status	Billing status of the service.
   Include Type
   All	When selected, all items in the list are checked and items cannot be added or removed.
   Inclusive	When selected, the items in the list that are checked are associated with the Contract Term.
   Exclusive	When selected, the items in the list that are checked are NOT associated with the Contract Term.

3. To add or remove an item, either Inclusive or Exclusive must be selected.

4. Right-click on any item to either Select All or Deselect All.

   Note

   Service numbers which have been disconnected or whose Billing Status is Not Billing cannot be associated with a contract term, but a service number can be associated with the contract term and later disconnected or changed to Not Billing. These service numbers continue to be displayed on the list, but do not contribute to fulfilling the terms of the Contract.

5. Click Save to save your changes. If an item is disconnected or has a billing status of “Not Billing,” a message prompts you to decide whether to have the invalid items displayed in the list or have them deleted from the list.