Required TSIs for the Customer budgets solution
The following TSIs are required to configure the Customer budgets solution.
Customer configuration
• The Customers TSI - selection steps with existing customer data (Customers and Service locations).
• The Customer contracts TSI - existing selection steps with contract data.
Service Provider configuration
• Customer budgets TSI - selection steps with configured customer data (Customers, Customer budget definitions, Customer budgets, Customer budget periods , Budget modifications, Budget transactions, Contracts, and Contract lines).
• The Work Orders TSI - with configured customer budget related features on the layouts of Order revenues, Revenue estimations and Customer quotation lines. For example; the Customer budget reference field.