How Can I Resolve Activation Errors in Service Agreements in BuildOps?
Service agreement activation errors in BuildOps can arise due to several configuration issues. These errors often occur when required setup steps are incomplete, data associated with the service agreement is missing, or errors occur during earlier setup steps such as labor settings. Below, we outline common causes of these errors and provide detailed troubleshooting steps to resolve them.
Common Causes of Activation Errors
Incomplete Invoice Setup: Errors may occur if the invoice setup (specifically Step 7 in the setup process) is not completed.
Missing Property Configuration: Service agreements involving one or multiple properties must have specific invoice templates and billing details configured for each property.
Credit Hold Issues: A greyed-out 'Activate Agreement' button may indicate that the billing customer is on credit hold, which prevents activation.
Unresponsive Fields in Step 7: Locked or unresponsive fields during billing setup can hinder activation and may require toggling the billing schedule or re-entering invoice details to resolve.
Labor Settings Errors: Errors in Step 5 can occur when labor settings are incomplete, such as missing Payroll Cost Codes & Types for labor classifications.
Step-by-Step Troubleshooting Guide
1. Ensure Step 7 is Completed
Most activation issues can be resolved by verifying that the invoice setup step (Step 7) has been fully completed:
Select an appropriate billing type, such as "Time & Materials" or "Fixed".
Double-check all required fields are filled in for each property in the agreement.
Assign an invoice template to the agreement.
Ensure that invoice line items total exactly 100%.
Fill in the Annual Agreement Amount field.
2. Verify Property Configuration
For agreements involving multiple properties:
Navigate to the invoice setup step.
Select each property associated with the service agreement.
Assign an invoice template and appropriate billing style (e.g., "T&M").
Ensure all required information is entered for properties before attempting activation again.
Additional Troubleshooting for Invoice Setup (Step 7)
If you encounter a page indicating an issue at Step 7, please follow these steps to resolve it:
Open the Service Agreement with the issue and go to Step 7: Invoice Setup.
Toggle the Billing Schedule between “Recurring” and “On Completion” or vice versa to reset the configuration.
Re-enter and verify all Invoice Setup details, including:
Invoice amounts
Invoice template
Annual Agreement Amount (ensure it is filled in).
Switch back to the correct billing type for the agreement.
Save the changes and check if the error is resolved.
Activate the agreement
Labor Settings Errors (Step 5)
Errors in Step 5 typically occur when labor settings are incomplete. To fix this:
Go to Labor Settings in BuildOps.
Select Labor Rate Groups & Types.
Scroll down to Payroll Cost Codes & Types.
Ensure a Cost Type is set for all groups and classifications.
Return to the Service Agreement and proceed past Step 5.
If the error persists, refresh the page and try again.
General Tips for Avoiding Activation Errors
Always ensure all required fields, such as the Annual Agreement Amount, are completed.
Double-check that invoice line items total exactly 100%.
Use the toggling technique (switching between billing options) to refresh settings when encountering errors.