Assumption Rules

Assumption Rule 01

Enter a value that specifies the first assumption rule to use for forecasting revenue amounts. You must associate an action with each assumption rule that you specify.

Assumption Rule 02

Enter a value that specifies the second assumption rule to use for forecasting revenue amounts.

If you complete this field, you must enter a value in the Assumption Rule 01 field. You must associate an action with each assumption rule that you specify.

Assumption Rule 03

Enter a value that specifies the third assumption rule to use for forecasting revenue amounts.

If you complete this field, you must enter a value in the Assumption Rule 01 and Assumption Rule 02 fields. You must associate an action with each assumption rule that you specify.

Action

Enter a value from UDC table 15L/UA that specifies whether the assumption rule applies to the new or renewal market rate, or a blend of the two, when used by the system to forecast the budget amounts. Values are:

N: New

R: Renewal

B: Market blend

The system uses the values from the Market Rate New, Market Rate Renewal, and Renewal Probability Percent fields on the unit assumption in this formula to determine the value for the market blend:{[100 − (prob percent) ÷ 100] × (new)}+ [(prob percent) ÷ 100] × (renew)

For example, if the new market rate is 10, the renewal market rate is 8, and the renewal probability percent is 60, the system calculates the blend rate as 8.8:{[(100 − 60) ÷ 100] × 10} + (60 ÷100) × 8 = 8.8

E.P. Rule 1 (expense participation rule 1)

Enter a value that specifies the first expense participation rule.

E.P. Rule 2 (expense participation rule 2)

Enter a value that specifies the second expense participation rule to use for forecasting expense amounts.

If you complete this field, you must enter a value in the E.P. Rules ID 01 field.

E.P. Rule 3 (expense participation rule 3)

Enter a value that specifies the third expense participation rule to use for forecasting expense amounts.

If you complete this field, you must enter a value in the E.P. Rules ID 01 and E.P. Rules ID 02 fields.

S.O. Rule 1 (sales overage rule 1)

Enter a value that specifies the first sales overage rule.

S.O. Rule 2 (sales overage rule 2)

Enter a value that specifies the second sales overage rule to use for forecasting revenue amounts.

If you complete this field, you must enter a value in the Sales Overage Rule 01 field.

S.O. Rule 3 (sales overage rule 3)

Enter a value that specifies the third sales overage rule to use for forecasting revenue amounts.

If you complete this field, you must enter a value in the Sales Overage Rule 01 and Sales Overage Rule 02 fields.

Recurring Bill Code Rule 01

Enter a value that specifies the first recurring bill code rule for forecasting revenue amounts.

Recurring Bill Code Rule 02

Enter a value that specifies the second recurring bill code rule for forecasting revenue amounts.

If you complete this field, you must enter a value in the Recurring Bill Code Rule 01 field.

Recurring Bill Code Rule 03

Enter a value that specifies the third recurring bill code rule for forecasting revenue amounts.

If you complete this field, you must enter a value in the Recurring Bill Code Rule 01 and Recurring Bill Code 02 fields.

Recycle Rule

Enter a value that specifies the recycle rule that the system uses through the end of the budget cycle when the other unit assumptions have expired. If you do not enter a recycle rule for the unit, the system searches for the next assumption from building constants after the other unit assumptions have expired.