Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

    • Before updating the customer budget


    • After updating the customer budget

      a. Budget Begin Date - Increases by 1 year if Budget Calculation > Calculate Budget For field = Next Year
      b. Monthly Budgets - The budget is updated based on the value in Estimated Budget that has been generated from Budget Calculation screen.
      c. No. of Periods - Displays the value entered in Budget Calculation > Number of Months in Budget field. This will determine the number of months created in Budget Schedule screen.
      d. Budget Schedule - If Budget is Calculated for Next Year, Budget Date should be expanded by 1 year. All Monthly Amounts to the should be equal to the new/updated Budget Amount. 

...