Customer budget definition fields
Field | Description | ||
|---|---|---|---|
Actual end date | Enter the actual end date of the customer budget definition. | ||
Actual start date | Enter the actual start date of the customer budget definition. | ||
Allow recurring budgets? | Specify if you want to allow multiple, recurring budgets to be created on this budget definition, or not. If you select Yes, you can add multiple budgets to the budget definition. In that case it is mandatory to fill in a start date and end date on the budgets. The start and end dates of the different budgets must not overlap. If you select No, you can only add one budget. In that case, the budget does not require an end date. | ||
Budget manager | Select the responsible budget manager. This field is subject to the life cycles of the budget definition, implying its value can change over time (per life cycle). | ||
Code | Enter a unique code for the customer budget definition. | ||
Customer | Displays the name of the customer to whom the budget definition is linked. | ||
End date | Displays the date when the current life cycle of the customer budget definition ended. | ||
Name | Enter a name for the customer budget definition. | ||
Scope type | Select a relevant scope type for the corresponding customer budget definition. See Scopes types for more information. | ||
Start date | Displays the date when the current life cycle of the customer budget definition started. | ||
Applicability of revenue types
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General revenues applicable? | Select Yes if general revenues should be used as search criterion in the budget detection on Order revenue lines, Customer quotation lines and Revenue estimation lines. Select No if they should not. | ||
Labor hour revenues applicable? | Select Yes if labor hour revenues should be used as search criterion in the budget detection on Order revenue lines, Customer quotation lines and Revenue estimation lines. Select No if they should not. | ||
Materials revenues applicable? | Select Yes if materials revenues should be used as search criterion in the budget detection on Order revenue lines, Customer quotation lines and Revenue estimation lines. Select No if they should not. | ||
Subcontractor revenues applicable? | Select Yes if subcontractor revenues should be used as search criterion in the budget detection on Order revenue lines, Customer quotation lines and Revenue estimation lines. Select No if they should not. | ||
Travel revenues applicable? | Select Yes if travel revenues should be used as search criterion in the budget detection on Order revenue lines, Customer quotation lines and Revenue estimation lines. Select No if they should not. | ||
Threshold behavior setting - Customer Budget | |||
Behavior at exceeded threshold | Select the relevant type of budget calculation to be applied when a set threshold is exceeded: 1. Subtract complete amount from budget - this is the default value. Selecting this setting means no thresholds apply to the budget. 2. Do not subtract complete amount from budget - selecting this option means that thresholds apply. You can specify up to five specific thresholds (per revenue type) or a single overall threshold, by entering amounts in the Threshold amount fields listed below. Please note: if the sum of the revenues of the main order + suborders is larger than the revenue's threshold value(s), the complete revenue line is not subtracted from the Customer Budget, but invoiced separately. | ||
Threshold amount settings - Customer Budget
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Threshold amount for general revenues | If relevant for the selected order, enter the amount that will be the threshold for the general revenues on the order (including the suborders). If you update this or any of the other specific threshold amount fields, the Threshold amount for Overall revenues field will be cleared. | ||
Threshold amount for labor hour revenues | If relevant for the selected order, enter the amount that should serve as the threshold for any labor hour revenues on the order (including the suborders). If you update this or any of the other specific threshold amount fields, the Threshold amount for Overall revenues field will be cleared. | ||
Threshold amount for materials revenues | If relevant for the selected order, enter the amount that should serve as the threshold for any materials revenues on the order (including the suborders). If you update this or any of the other specific threshold amount fields, the Threshold amount for Overall revenues field will be cleared. | ||
Threshold amount for subcontractor revenues | If relevant for the selected order, enter the amount that should serve as the threshold for any subcontractor revenues on the order (including the suborders). If you update this or any of the other specific threshold amount fields, the Threshold amount for Overall revenues field will be cleared. | ||
Threshold amount for travel revenues | If relevant for the selected order, enter the amount that should serve as the threshold for any travel revenues on the order (including the suborders). If you update this or any of the other specific threshold amount fields, the Threshold amount for Overall revenues field will be cleared. | ||
Threshold amount for Overall revenues | Enter the amount that will be the threshold for the overall revenues on the order (including the suborders). If you update this field, all specific threshold amount fields will be cleared. | ||
