Budget Plan - True Up Algorithm

On Budget Plan - Main you must define the True Up Algorithm used by the Budget True Up background process when it periodically trues up a customer's budget.

If you haven't done so already, you must set up this algorithm in the system. To do this:

• Create a new algorithm (refer to Setting Up Algorithms ).
• On this algorithm, reference an Algorithm Type that trues up budget amounts.

The system will automatically true up a customer's budget amount every X months (X is defined in Months for True Up).