Recalculating budget period amounts
In cases where recalculation of budget (period) amounts is required, the system will automatically update the amounts via budget transactions. However, in exceptional cases it might be necessary to manually recalculate budget period amounts, by using an action on your action panel.
Example: You have a budget that is already activated, but retrospectively decide to add budget periods to the budget. Other scenarios might be conceivable, but these will not be covered here.
Procedure for this scenario
1. In , navigate from the relevant Customer, Contract (line) and Budget definition to the Budgets selection level.
2. Select the activated budget to which you want to retrospectively add budget periods.
3. Navigate to > .
4. Add the required number of budget periods.
See Adding customer budget periods (optional) and Budget periods fields for the procedure and the field descriptions.
The system runs checks for existing orders and any linked revenues related to the budget, and will calculate the budget period amounts accordingly, via budget transactions. If, at this point, budget data is updated at the very same time, the budget transactions might miss that update.
5. In Background actions, check the error log for failed budget transactions.
6. If there are failed transactions, return to > and select the relevant period(s).
7. On the action panel, click Recalculate period amounts.
The budget period amounts are recalculated and updated.
 | For the recalculation of budget period amounts, you are advised to choose a time when there is little or no chance that other users will change budget data. |