Budget Cycle Maintenance

Use Budget Cycle Maintenance to maintain information about budget cycles including the budget time period, how payments update the customer's balances and the desired number of times each customer is billed during the budget cycle.

Directions:

To open click Processes from the menu; and then click Budgets; and Cycle Code Maintenance.

Or, use the keyboard shortcut: [ALT] [e] [b] [y].

Budget Cycle Maintenance Window Example:

Budget Cycle Maintenance Prompts
Budget Cycle Code	Enter a unique Budget Cycle Code to be assigned to the budget information (up to 5 characters) and then, click Retrieve . Or, enter the new Budget Cycle Code and click File from the Menu Bar; next click New. Keyboard shortcut: [ALT] [f] [n] To find a Budget Cycle, click Search . From the Search list you can select the cycle to change or delete. Keyboard shortcut: [ALT + r] Required Tip: To indicate that you are building a new Budget Cycle, New displays near the Budget Cycle Code. Default entries display and the first field is highlighted to let you know you can begin entering information.
	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut: [ALT + s]
	CAUTION To avoid losing data, you must save new or changed records.
Description	Enter a description of the Budget Cycle. (up to 40 characters)
Start Date	Enter the starting date for the Budget Cycle. (mmddccyy, slashes not necessary) Note: The Budget Cycle Start Date must begin on the first day of a month. Example: 11/01/24
End Date	Enter the ending date for the Budget Cycle. (mmddccyy, slashes not necessary) Note: The Budget Cycle End Date must end on the first day of a month. Example: 11/01/25
Proposed
Start Date	Enter the Proposed Start Date for the budget period. (mm/dd/ccyy, slashes and century are optional) Notes: The Budget Cycle Proposed Start Date must begin on the first day of a month. Example: 11/01/24 The Budget Cycle Proposed Start Date can be edited during the Budgets Calculate Routine.
End Date	Enter the Proposed End Date for the budget period. (mm/dd/ccyy, slashes and century are optional) Notes: The Budget Cycle Proposed End Date must end on the first day of a month. Example: 11/01/25 The Budget Cycle Proposed End Date can be edited during the Budget Calculate Routine.
Usage Calculation
Start Date	Please leave blank. This field is reserved for future use.
End Date	Please leave blank. This field is reserved for future use.
Averaging Factor	Enter the desired number of times to bill customers during the budget cycle. (2.0 numeric)
Rate/unit	Enter the budgeted rate per unit of service for the budget cycle. (6.2 numeric)
Allow Budget	To indicate that the budget cycle is active, click Yes. Or, to indicate that the budget cycle is not active, click No. Note: To use the Budget Cycle for a customer, the Allow Budget field must be set to Yes.
Update Type	To determine how payments post to the customer's budget balances, click a choice in the drop-down list. Update Types: Budget First - Payment amounts update the customer's Budget Balance Due first Transaction Code Based - The Transaction Code Budget Type determines which customer budget balances to update with the payment amount Non-Budget First - Payment amounts update the customer's Non-budget Balance Due first
Mark-up/down %	The default percentage that the customer's calculated budget amount is increased or decreased displays. Or, enter another percentage to mark-up or mark-down the customer's budget amount. (6.0 numeric)
Accept Budget	To determine how customer budgets can be activated, click a choice in the drop-down list. Entry Options: To set the customer's Budget Acceptance Status to Active during the Budgets Update Routine, click Yes. To limit setting the customer's Budget Acceptance Status during the Budgets Update Routine, click No.
Editing a Budget Cycle	CAUTION: To avoid losing data, you must save new or changed records. 1. Enter the Budget Cycle Code to delete and click Retrieve or press [ENTER]. Keyboard shortcut: [ALT + t] Tip: If you do not know the Budget Cycle Code, you can click Search to see a list of budget cycles. 2. Position the pointer to the information that you want to change. 3. Enter the changes. 4. To complete the edit process, click Save , or press [ENTER]. Keyboard shortcut: [ALT + s]
Deleting a Budget Cycle	1. Enter the Budget Cycle Code to delete and click Retrieve , or press [ENTER]. Keyboard shortcut: [ALT + t] Tip: If you do not know the Budget Cycle Code, you can click Search to see a list of budget cycles. 2. Click File from the menu, and next click Delete. Keyboard shortcut: [ALT] [f] [d] 3. At the Delete prompt, click Proceed to delete the budget cycle, or click Cancel to escape from the delete routine. Example: Note: After you click Proceed, you will see the following message on the Status Bar.