Limits at Multiple Levels
The contract type is a template for building service contracts. If Contract Limits is Yes in SSM Accounting Control, you can further refine or customize the limit template at the contract level, for end users or default items, and on individual lines within the contract.
As a result, you can set limits at four levels: contract line, end user or default item, contract header, and contract type. However, while it is possible to set up limits at all levels, the system uses only one level to determine coverage for a particular item.
When the system looks for effective limits, it uses a multiple-phased approach. First it finds where limits are defined by searching in the following order:
1 The contract line item defined in Contract Maintenance
2 If Item End Users is No, the end-user level; if Item End Users is Yes, the default-item level
3 The contract header defined in Contract Maintenance
4 The original service type defined in Contract Type Maintenance
When the system finds a coverage record, it examines the terms in this order:
1 Limits for a work code and service category combination
2 Limits for an invoice sort related to the service category
3 Limits for the contract total
If none of these exist, the system considers the activity being recorded not covered. In Call Activity Recording (11.1.1.13), charge code defaults to the billable charge code, as defined in Default Charge Code Maintenance (11.21.21.13).
Important: This search algorithm has important implications. If you decide to set up limits at the contract-line level, set up all necessary limits at that level. You cannot combine limits from multiple levels since the accumulation of amounts against those limits would become ambiguous.