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1. On the Menu panel, click Budget Calculation. This will open the Budget Calculation screen.
   
2. Select and filter the records based on the Options, Criteria, Projection and Pricing set from the Details tab.
   
   
   
   
3. Click the Generate toolbar button. This will display the customer's site on the grid.
   
   
   
   The following values generated from Budget Calculations are being calculated as follows:
   
   
   • Heat Usage = Projected Degree Days / Burn Rate
   • Non-Heating Usage = 365 * Daily Use  - (If Calculating for Next Year)     
                                                                                                                        = Daily Use * 3 30 * # of Months (If calculating for This Year)
   • Required Qty = Non-Heat Usage + Heat-Usage – Estimated Tank Inventory (If Include Estimated Tank Inventory is checked)
                             =  Non-Heat Usage + Heat-Usage (If Include Estimated Tank Inventory is unchecked)

   • Estimated Budgets - computation is based on the selected options. See link below.

     Expand
     title Estimated Budgets
     a. A/R Invoices and A/R Credits = unchecked Estimated Budgets = (Required Qty * Price) / No. of Months in Budget b. A/R Invoices = checked, A/R Credits = unchecked Estimated Budgets = (Required Qty * Price + Current AR Balance) / No. of Months in Budget c. A/R Invoices = unchecked, A/R Credits = checked Estimated Budgets = (Required Qty * Price + Unapplied Credits) / No. of Months in Budget d. A/R Invoices and A/R Credits = checked Estimated Budgets = (Required Qty * Price + Current AR Balance + Unapplied Credits) / No. of Months in Budget NOTE: Minimum Budget Amount will be used instead, if the value is larger than the Estimated Budget calculation.

4. You may want to save the generated customer budget by clicking Save toolbar button.
   
   
   

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