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 or data associated with the service agreement is missing. 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.4. 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.
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.
Invoice Line Items should have 100%
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, making sure all required fields are filled and the correct templates are selected.
Activate the agreement.