Account - Budget
The Budget page contains information about all contracts linked to an account that are eligible to participate in a budget billing plan. Refer to Budget Billing for more information about how this information affects the account's bills.
Open Customer Management, Account and navigate to the Budget tab to view this information.
Description of Page
The appearance and dialogue of this page differs slightly for an account with a small number of contracts (100 or less) versus a large number of contracts (more than 100).
- For an account with a small number of contracts, the user may click the Recommend Budget button to generate a New Budget for each contract. At that point the contract's budget amount has not been updated. The user may review the calculated amounts; make desired changes and then click Save to update the budget amount for the contracts.
- For an account with a large number of contracts, the user may click the Calculate and Apply New Budget button. At that point the system will calculate the recommended budget and update the Budget Amount on all the eligible contracts. To change the budget amount for one or more of the contracts, the user navigates to the contract page using the drill down button adjacent to the contract in question.
Click Cancel Budget to have the system set the New Budget amount to zero for all the account's contracts on budget.
Budget Plan controls how the account's debt is managed for budget-related purposes. Specifically, it controls how the recommended budget amount is calculated and how / when the customer's budget is periodically changed.
Use New Budget Date to define the effective date of any changes to the customer's budget amount (this date is the effective date on the respective contracts' recurring charge history).
The system displays the sum of the contracts' current budget amounts in Total Budget Amount.
For accounts with a small number of contracts, the system displays the sum of the contracts' new budget amounts in Total New Budget.
The grid that follows contains a row for each contract linked to the account that is eligible to participate in a budget billing plan:
Contract Information This is a concatenation of basic information about the contract.
Last Changed Date This is the date when the contract's budget amount (i.e., recurring charge amount) was last changed.
Budget Amount This is the existing budget amount (i.e., recurring charge amount) for the contract.
New Budget For accounts with a small number of contracts, the contract's budget amount (i.e., recurring charge amount) will be changed to reflect this value when the page is changed. The effective date of the change is defined in New Budget Date.