Rather than defining each pay-dependent bill agreement from scratch, new agreements can be configured within Rates and Rules by copying existing agreements.
When a new agreement is created by copying an existing agreement, the new agreement inherits all the attributes of the existing agreement with the following exceptions:
the text 'Copy of ...' is pre-pended to the name of the agreement by default
the status of the agreement defaults to Pending.
Once a copy of an agreement is created, the attributes of the new agreement can be modified as required in order to suit the specific requirements of the new agreement.
To create a new agreement by copying an existing agreement, follow the procedure below.
1. | Navigate to Rates & Rules > click Bill Agreements. The Bill Agreements screen opens, listing all existing agreements belonging to the country to which you are assigned. | |
2. | Use the columns of information displayed within the screen to identify the bill agreement to be copied or search for the relevant agreement. | |
3. | In the grid within the screen where the existing agreements are listed, click the copy button next to the agreement to be copied. A confirmation message opens prompting you to confirm the copying of the selected agreement. |  |
4. | Click Yes to continue with the copy operation. The confirmation message closes and a copy of the selected agreement opens in the Edit Bill Agreement screen. |  |
5. | Modify any of the default attributes of the new agreement, as inherited from the original agreement you copied, as required. | |
6. | Click Save. A confirmation message opens, indicating the agreement was saved successfully. |  |