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  1. On the Menu panel, click Budget Calculation menu. 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
    • 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 = 
  4. You may want to save the generated customer budget by clicking Save toolbar button.


  1. On the Menu panel, click Budget Calculation menu. 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.



  4. You may want to save the generated customer budget by clicking Save toolbar button.
  1. On the Menu panel, click Budget Calculation menu. 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.



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



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