Canceling A Budget

The following points describe when a budget is cancelled:

• A user can cancel a budget at any time by using the Cancel Budget action on the Account - Budget page.
• The system may cancel a budget during a collection process (if the collection process contains a Cancel Budget collection event). Refer to Types Of Collection Events for more information.
• When a service agreement is stopped, the system automatically cancels the budget.

When a customer's budget is cancelled, the following events transpire:

• Any recurring charge entry whose effective date is after the cancel date is deleted. This is possible if you are entering a back-dated stop date for the service agreement. For example, perhaps you run the Budget True Up process, which adds a new budget amount to the service agreement (effective today). Then imagine that the customer calls you and informs you that they moved out last week. If you stop the customer's service as of last week, the recurring charge effective today is deleted when the stop is finalized.
• A new recurring charge amount of zero is created for each of the customer's service agreement.
• Each service agreement's current balance is synchronized with its payoff balance (using the sync adjustment code defined on the service agreement's SA type).