Field | Description |
|---|---|
Budget | Displays the customer budget to which the budget periods are added. |
Start date | Enter a start date for the budget period. |
End date | Enter an end date for the budget period. |
Amount fields | |
Initial amount | The original amount set when the budget is created. |
Period amount | Displays the current amount of the budget period. This amount only differs from the initial amount if there has been a budget modification to increase or decrease the budget. |
Previous period remaining amount | Displays the actual balance amount from the previous customer budget period. |
Total period amount | Displays the current amount of the budget period, that is the total period amount + the remaining amount for this period. |
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. |
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 = Actual balance amount - Total committed amount - Total quotation amount accepted |
Estimated balance amount | Displays the budget's current balance for estimated amounts / accepted quotation amounts. Estimated balance amount = Actual balance amount - Total committed amount - Total estimated amount - Total completed quotation amount |