What Do Budget Plans Do?

A budget plan contains the business rules that govern:

• How the recommended budget amount is calculated.
• When and how a customer on an ongoing budget plan will have their budget amount periodically trued up.
• The conditions under which the system will highlight an existing budget amount as being anomalous with the customer's current use patterns.

You may have different budget plans for different customer segments. For example, customers with large bills may have their budget amount recalculated every month, whereas small customers may have their budget amount only recalculated annually. You define which budget plans govern a customer's bills via a budget plan on the customers' accounts. An account's initial budget plan is defaulted from its customer class. You may override an account's budget plan at will.