Scopes types
The scope type of a budget definition plays an essential part in the process of automatically detecting the right budget when the back-office creates an order for a customer. It is necessary that each budget definition is linked to a specific scope type. Planon uses the scope type to compare data available on an order (added by the back-office), with information from the budget definition. When a match is found between the data on the order and the budget definition, the applicable budget can be auto-filled on the relevant order revenue lines, revenue estimation lines and/or customer quotation lines.
When you add a budget definition, you must select a scope type.
1. Asset (A)
2. Asset group (AG)
3. Space (S)
4. Space category (SC)
5. Property (P)*
6. Service location type (Property) (SLT)
7. Contract line (CL)*
A budget search through a budget scope type is performed hierarchically, prioritizing the search from the smallest element (Asset) to the largest (Contract line). So if an asset is filled in on the order and an 'asset-based' budget definition exists for the selected customer, the search stops and the matching budget is auto-filled on the relevant lines (order revenue lines, revenue estimation lines and customer quotation lines).
If no asset is found on the order, the search continues further in the scope range, from Asset group down to Contract line, until there is a match.
If multiple budgets are found for the same scope type, the search stops, but no budget will be populated on the related order lines, because all found budgets are applicable. In that case, you must manually select an applicable budget.
 | Property (5) and Contract line (7) will ultimately always lead to a match, because these values are required on the order. |
Next, depending on the scope type you select, you must link relevant records to the definition. For example if you selected an asset-based scope type, you link assets; if you defined a property-based type, you link properties, and so on.
Additionally, you can include more specific links to further refine the search scope mechanism. These links are also compared with information on the work order (per scope type), in the following sequence.
1. Service agreement service + Cost center + Service level
2. Service agreement service + Cost center
3. Service agreement service + Service level
4. Service agreement service
With a defined search based on scope type and the links, Planon can detect and auto-fill the correct customer budget on an order.
See Adding customer budget definitions for more information on the configuration.