Configuring threshold behavior
You can define budget threshold settings for your customer budgets, and thus determine how amounts (the various types of order revenues) should be subtracted from the selected customer budget.
Configure the threshold behavior as follows:
Procedure
1. In the Customer budgets TSI, go to Budget definitions and select the required customer budget definition record.
Precondition: the customer budget definition is not yet activated.
2. On the data panel, in the > section, enter data in the relevant threshold-related fields. See Customer budget definition fields.
3. In the Behavior at exceeded threshold field, select the relevant option:
◦ Subtract complete amount from budget > no thresholds are applied when subtracting amounts from the budget.
◦ Do not subtract complete amount from budget > thresholds will be applied when subtracting amounts from the budget, as illustrated in the following example:
- If the sum of the revenues (for example Material revenues) of the main order + suborders is smaller than or equal to the threshold value (for material revenues), the revenue will be subtracted from the customer budget.
- If the sum of the revenues of the main order + suborders is larger than the material revenue threshold value, the complete revenue will not be subtracted from the Customer Budget. The material revenue line will be invoiced separately.
 | Once the budget definition is activated, you can no longer change the threshold behavior setting. However, it is still possible to increase / decrease the threshold amounts. If you adjust the amounts, and if there is at least one order revenue line linked to the budget, be aware that you will no longer be able to delete any existing values in the order's revenue lines, nor add new values. |
4. If you chose the option to apply thresholds, proceed with setting the relevant amounts as specified in step 5 or 6.
5. If you want to set a threshold amount for the order's revenues as a whole, fill in an amount in the Threshold amount for Overall revenues field. Or …,
6. If you want to specify threshold amounts per order revenue type, fill in amounts in the applicable 'specific' thresholds amount fields: General, Labor hours, Travel, Materials and/or Subcontractor.
 | If you select the option Threshold amount for Overall revenues, the specific threshold amount fields become unavailable / will be cleared. If you select one or more of the specific options, the Threshold amount for Overall revenues field becomes unavailable. If the field already contains a value, it will be cleared. |
7. Click Save.
| | For more information on the back-office operations with regard to order revenues see Order revenues. |
Once you are satisfied that the budget definition is configured to your requirements you can set its status to Active.