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.
| 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 |
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Revenue estimation line with a reference to a customer budget | Action Add revenue estimation | 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 | 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 | 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 | 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 |
| 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. |