Cost recovery service agreements with negative rate values can now be created to recover costs by actioning refunds, adjustments and clawbacks directly within SProc. You'll be able to handle creation, change orders and manual edits with proper validation and controls, which reduces any processing delays.
Once the functionality is enabled, you will see the service agreement type field when you create the new service agreement.
⚠️Important: This rule would need to be activated by a Access system admin. Please use the Digital Assistant to get support, stating to them if you would like to have this rule enabled at company, supply category or service template level.
Create a cost recovery service agreement
Create a new service agreement by clicking on the 'New Service Agreement' button
under the 'Service Agreements' tab:
Once you have started creating a new agreement and filling out the necessary details, the option 'Cost Recovery' will need to be selected for the 'Service Agreement Type' field to make sure it has the right functionality and purpose.
A cost recovery service agreement will only accept negative values and will automatically set service costs, supply bills and client charges to the negative value.
You will get the following error message if you try to put in a positive value for the supply bill:
The service agreement type can't be changed after being created, in order to maintain data integrity. This allows all change orders to maintain the cost recovery designation and validation rules.
⚠️Important: Existing service agreements default to 'Standard' type and can't be retrospectively changed to 'Cost Recovery'.