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- On the Menu panel, click Budget Calculation. This will open the Budget Calculation screen.
- Select and filter the records based on the Options, Criteria, Projection and Pricing set from the Details tab.
- 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 Budgetb. A/R Invoices = checked, A/R Credits = unchecked
Estimated Budgets = (Required Qty * Price + Current AR Balance) / No. of Months in Budgetc. A/R Invoices = unchecked, A/R Credits = checked
Estimated Budgets = (Required Qty * Price + Unapplied Credits) / No. of Months in Budgetd. A/R Invoices and A/R Credits = checked
Estimated Budgets = (Required Qty * Price + Current AR Balance + Unapplied Credits) / No. of Months in BudgetNOTE: Minimum Budget Amount will be used instead, if the value is larger than the Estimated Budget calculation.
- You may want to save the generated customer budget by clicking Save toolbar button.
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