Managing Service Agreements
- Jan Tenenberg
Maica allows you to create and amend Service Agreements to manage the service delivery process. Using this modal to manage changes and updates to your Service Agreement with the Participant.
The following updates can be made:
Update the Price Book
Use this option if you need to apply a Price Change from the NDIS to this Service Agreement
This is performed by updating the Price Book lookup
Modify Existing Agreement Items
Use this option if you need to change the Support Item or Quantity of an existing Agreement Item
Add New Agreement Items
Use this option if you need to create a new Agreement Item for this Service Agreement
The available Support Categories are filtered by the related Participant's Opportunity, meaning that you can only select from those pre-approved Categories
The following validation rules are applied when managing Service Agreements:
When editing an existing
Agreement Item, you can select anySupport Itemwithin the existingSupport CategoryWhen adding a new
Agreement Item, you can select anySupport Categoryand associatedSupport Itemthat is part of the relatedOpportunityAll financial amounts are validated against the related
Opportunityto ensure that the associatedPlan Budgetis not exceededWhen changing the
Price Book, the newRateswill be applied and the new total amount validated against the available budget in the relatedOpportunity(using theOpportunity.Amount)