Budget Plan - Monitor Algorithm

On Budget Plan - Main you must define the Monitor Algorithm used by the Budget Monitor background process when it determines if a customer's budget plan is out-of-sync with their consumption patterns.

Note:

What happens? If the algorithm determines that a customer's budget plan is out-of-sync with its current recommended amount, an entry is added to the Budget Review page.

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 highlights if a customer's current budget amount is out-of-sync with their consumption patterns.