Core TSIs : Budgets : Working with Budgets : Updating budgets based on order status
Updating budgets based on order status
Budgets are updated based on the system status of the related order. Actual order costs are always subtracted from the budget. For estimated order costs, the following three situations apply:
1. The order is not yet accepted. In this case, no costs are committed to the budget.
2. The order is accepted but not closed yet. In this stage, estimations are registered as committed costs. When you register actual costs, committed costs will be transferred into actual costs. If the actual costs exceed the estimate, estimate and costs are both taken into account (additional costs are expected).
3. The order is closed. In this stage, the estimates that exceed the actual costs are not committed to the budget.
The following tables list the system statuses per order type that apply to the above situations.
Situation 1: the order is not accepted
Order type
Order statuses
Contract orders
Reported, Proposal
Maintenance orders
Reported, Proposal
Maintenance planning group orders
Reported, Proposal
Move orders
Reported, Proposal
Move requests
Reported
Purchase orders
Reported, Confirmed
Requisitions catalog items
Reported, Confirmed
Reservation
Requested, Option
Work order
Reported, Proposal
Situation 2: the order accepted but not closed yet
Order type
Order statuses
Contract orders
Accepted, Technically completed
Maintenance orders
Accepted, Technically completed
Maintenance planning group orders
Accepted, Technically completed
Move orders
Accepted, Technically completed
Move requests
Approved, Technically completed
Purchase orders
Accepted, Technically completed
Requisitions catalog items
In progress, Technically completed
Reservation
Made
Work order
Accepted, Technically completed
Situation 3: the order is closed
Order type
Order statuses
Contract orders
Canceled, Administratively completed
Maintenance orders
Canceled, Administratively completed
Maintenance planning group orders
Canceled, Administratively completed
Move orders
Canceled, Administratively completed
Move requests
Canceled, Executed
Purchase orders
Canceled, Administratively completed
Requisitions catalog items
Canceled, Administratively completed
Request
Canceled, Completed
Reservation
Canceled, Administratively completed
Work order
Canceled, Administratively completed