Define Service.General.Main

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The Main tab is used to create or view information about a Service.

Contents


[edit] Fields

Image:DefS main.jpg
General >> Main Tab

The following fields appear on the General >> Main tab:

  • Service Name – Name of the Service.
  • Status – Service availability indicator. The drop-down list contains the following parameters:
    • Active – Service is available for constructing new contracts
    • Pending – Service is not yet available for constructing new contracts
  • Effective Begin Date – Date on which the association becomes effective.
  • Effective End Date – Date through which the association is effective.
  • Rate Schedule Code – The rate schedule used for charging for this Service.
  • Credit Calculation Method – Specifies the method used to calculate credit requirements.
  • Is this a Base Service for a Rate Schedule? – Indicates whether the current service will be used as a base for building other services in the future.
  • Fixed Credit Amount – A fixed amount of credit required when the Fixed Amount credit calculation methodology is specified.


[edit] Defining a Service

Complete the following steps to define a service:

  • Click image:new.jpg at the top of the screen.
  • Fill out the required field.
  • Template:Submit.


[edit] Editing a Service

Process used to edit a service is similar to that of adding one.

[edit] Deleting a Service

You may not delete a service saved to the database. However, you may deactivate it either by setting an effective end date or by changing the status to Pending. Template:TabsDefS

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