Customer budgets solution for Service Providers
Required TSIs for the Customer budgets solution
Roles and processes
Concepts
Customer budget definitions
Customer budgets
Customer budget periods
Budget modifications
Budget transactions
Customer contracts
Contract lines for customer contracts
Customers
Life cycle
Revenues
Revenue estimations and customer quotations
Scopes types
Service agreement services
Service components
Service level
Service locations
Service terms - general and specific
Service provider
Subcontractors
Threshold behavior
Working with...
Adding customer budget definitions
Running the 'Check for scope overlaps'
Adding customer budgets
Adding customer budget periods (optional)
Configuring threshold behavior
Adding modifications to a customer budget
Deep copying customer budget definitions
Recalculating budget period amounts
Customer budgets and back-office operations
Field descriptions
Customer budget definition fields
Customer budget fields
Budget periods fields
Budget modification fields
Budget transaction fields
Events triggering customer budget transactions