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Application Guide for Oracle Self-Service E-Billing (Business Edition) > Report Settings >
Budget Management
The user defines the allocated budget, at a subscriber level, for each contract (mobile phone). These subscriber level budget amounts then roll up to the groups to define the group level budget. These settings affect budget reports only. The budget grid is displayed for an additional twelve months from the current period that has billing data. Table 64 lists and describes the Budget Management use case functions.
Table 64. Budget Management
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Name |
Budget Management |
Primary Users |
Manager and administrator only |
Trigger |
- Cost Management tab
- Budget Management subtab
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Report Content |
User Selection: Budget Year list. Yearly Budget Details, Displayed Fields:
- Service Number
- Yearly Budget Amount
Footer:
- Sub-total of Budget for the group
- Drill-down: Select service number from list
- User Selection: Budget Year list
Budget Details, Displayed Fields:
- Period Name (Month and Year).
- Budget Amount.
Footer: Sub-total of Budget for the group |
Business Rules |
- Past budget cells can also be viewed by selecting the drop down Budget Year.
- The Budget Management Report is only visible and editable by the administrator Manager. The administrator manager can enter future budgets for up to one year.
- The budget reports can be viewed by other user types.
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Standard Features |
- Printer-friendly view
- Download CSV or XML
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Configuration Points |
Report Threshold Value for Batch Mode. Determines the number of result set lines above which a report must process in batch mode instead of as an online download. You can set values for each type of download file:
- CSV. The maximum number of output lines.
- XML. A percentage of the CSV threshold value (Default is 20%).
For example, if the CSV report threshold is set to 3,000 result set lines, then an XML threshold value set at 20% must process in batch mode when it has 600 or more result set lines. |
Main Path for Using Budget Management
The following path describes the Budget Management use case: 1 The user selects Budget Management Subtab.
- The user chooses to change the budget year from the (default is the current year).
- Oracle Self-Service E-Billing will display the appropriate budget for that year listing each service number.
- The user might drill-down into each service number to set monthly budget amounts.
- The user might enter a budget amount for each month.
- The user clicks Submit.
- Oracle Self-Service E-Billing will adjust the budget for that particular service month.
Alternate Paths
None Exceptions
The following error can occur in the Budget Management use case: The user encounters an application error
Oracle Self-Service E-Billing invokes the error message use case. If the account has one service number associated with it, the following message appears instead: There is no data available for this report.
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