Customer budget fields
Field | Description | ||
|---|---|---|---|
General
| |||
Budget definition | Displays the linked budget definition. | ||
Code | Enter a budget code. This budget code must be unique. | ||
End date | Displays the end date of the customer budget. This field is editable if the budget has the Initial status. | ||
Start date | Displays the default start date of the customer budget. | ||
Status | Displays the status of the selected customer budget. | ||
Amount fields involved in updating the budget (via transactions) | |||
Initial amount | The original amount set when the budget is created. | ||
Budget amount | Displays the current amount of the budget. This amount only differs from the initial amount if there has been a budget modification to increase or decrease the budget. | ||
Total actual amount | This read-only field displays the amount only from order revenue lines linked to an Order in the Administratively completed status. | ||
Total committed amount | This read-only field displays the amount only from order revenue lines linked to an Order where the status is not Administratively completed or Cancelled. | ||
Total estimated amount | This read-only field displays the amount only from order revenue estimation line (after any revenue line amounts) linked to an Order where there is no Completed or Accepted customer quotation. | ||
Total accepted quotation amount | This read-only field displays the amount only from customer quotation line (after any revenue line amounts) linked to an Order where the quotation status is Accepted. | ||
Total completed quotation amount | This read-only field displays the amount only from customer quotation line amounts (after any revenue line amounts) linked to an Order where the quotation status is Completed. | ||
Lower limit for threshold exceeded? | This read-only field indicates if the lower limit threshold of the budget is exceeded, or not. If it is exceeded, Yes is selected. In that case, the remaining budget has fallen below the lower limit and action may be required. The value specified in either Amount threshold - lower limit or in Percentage threshold - lower limit plays a part in determining when a budget overrun is reached. | ||
Amount threshold - lower limit | The amount entered in this field is used to determine if the lower limit threshold is exceeded. This field is editable in all budget statuses. | ||
Percentage threshold - lower limit | The percentage entered in this field is used to determine if the lower limit threshold is exceeded. This field is editable in all budget statuses. | ||
Balance fields | |||
Actual balance amount | Displays the budget's current balance based on actual budget increases / decreases (actual amounts). Actual balance amount = Budget amount - Total amount actual | ||
Committed balance amount | Displays the budget's current balance for committed amounts / completed quotations. Committed balance amount = Balance amount actual - Total amount committed - Total quotation amount accepted | ||
Estimated balance amount | Displays the budget's current balance for estimated amounts / accepted quotation amounts. Estimated balance amount = Balance amount actual - Total amount committed - Total amount estimated - Total quotation amount completed | ||
