Service providers : Customer Budgets : Field descriptions : Events triggering customer budget transactions
Events triggering customer budget transactions
The customer budget transactions and ensuing budget (re)calculations are triggered by field changes and status changes on the order and also by field changes and/or status changes on order-related business objects, such as revenue estimations, customer quotations and order revenues.
The following table lists several common events generating budget transactions.
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Note that the listed examples are just simple cases, without multiple simultaneous changes to other lines involved.
Business object
Back-office change
Update on Budget definition
Revenue estimation line with a reference to a customer budget
Action Add revenue estimation
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Field changes on amount fields can also result in amount updates. For example at: General revenue estimations and/or revenue estimations for Labor hours, Materials or Subcontractors.
Updates field:
Total estimated amount
Customer quotation line activated and with a reference to a customer budget
Status change to Accepted
Updates field:
Accepted total quotation amount
Status change to Completed
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Field changes on amount fields can also result in amount updates. For example changes on: General quotation lines and/or quotation lines for Labor hours, Materials or Subcontractors.
Changing the Quotation line type can also trigger a recalculation.
Updates fields:
Total estimated amount
Completed total quotation amount
Order revenue lines invoiceable and with a reference to a customer budget
Action Add order revenue
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Field changes on amount fields can also result in amount updates. For example changes on: General revenues and/or revenues for Labor hours, Travel, Materials or Subcontractors.
Updates field:
Total committed amount
Order
Status change to Administratively completed
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Field changes, for example on start and end dates, can also result in amount updates.
Updates field:
Total actual amount
Clears fields:
Total committed amount and Total estimated amount
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For information on the fields of Customer budget transactions, available on the Details selection level or on the Period details selection level, see: Budget transaction fields.