Service Agreements
Account × premise × service × rate plan, from its start to its stop. Made by Start service, ended by Stop or Transfer; the rate plan can be changed here.
Where to find it
Address in the console: /crm/util-agreements
Read-only list · 12 columns
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Agreement | Code | agreement_no |
| Account | Code | account_no |
| Premise | Code | premise_no |
| Address | Text | address_line1 |
| Service | Status | service_type |
| Rate plan | Code | rate_plan_code |
| Meter | Code | meter_serial |
| Start | Date | start_date |
| Stop | Date | end_date |
| Status | Status | status |
| Connection | Status | connection |
| Billed through | Date | billed_through |
What can be corrected
The fields offered when an existing record is edited. Whether the button appears at all is decided per record — see What may be changed.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Rate plan | Choice | Looked up from existing records | |
| Notes | Long text |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.