Customer budget definitions
Customer budget definitions are used to register specific settings for one or multiple budgets. When you add a budget definition, you must link it to a specific customer and one or more customer contract(s). Budget definitions are '
life cycle aware' business objects. See
Adding customer budget definitions for the procedure. The customer budget definitions need not have a fixed end date and can remain active for multiple years. Any budgets that you create for a customer budget definition must fall within the budget definition's start date and end date (if specified).
| If you allow multiple, recurring budgets under a budget definition, these budgets cannot overlap in time and must have the same scope type. |
Scope
A budget definition is characterized by its
scope type. The scope type plays an essential part in the process of automatically
detecting the right budget when the back-office creates an order for a customer.
Statuses
Customer budget definitions can have the following statuses:
• Initial
• Active
• Closed
Useful facts about these statuses:
• A customer budget definition can only be deleted or changed if it has the Initial status.
• If you change the status of a Customer budget definition from Initial to Active, all linked budgets' statuses are also changed to Active.
• In order to set the status to Closed, you must first set all the linked budgets to Closed.