Budgets Calculate Routine

Use the Budgets Calculate Routine to calculate budgets for customers and to update their accounts with the proposed budget amounts. This routine uses Budget Cycle Code information to calculate and generate the customer budgets. Only customers with a Budget Acceptance Status set to No as well as, a Budget Cycle Code and Company Number that matches the routine specifications are processed.

Notes:

During this routine:
For each customer that is processed the customer's Proposed Budget Amount calculates and updates the Customer Proposed Budget Amount, clears the customer Budget YTD Usage amount and sets the customer's Budget Acceptance Status to Pending.
The Budget Cycle's Proposed Start Date and Proposed End Date are set, if applicable.
To review the formulas for calculating budgets, see Budget Calculations Formulas.

Directions:

To open click Processes from the menu; and then click Budgets; and Calculate Routine.

Or, use the keyboard shortcut: [ALT] [p] [b] [c].

Budgets Calculate Routine Window Example:

Budgets Calculate Routine Prompt Options
Budget Cycle	Specify the Budget Cycle Code for calculating budgets. (up to 5 characters) Note: The selected Budget Cycle Code can not currently be in a budget cycle.
Company Number	Enter a valid Company to process. (2.0 numeric) Or to process all companies, leave blank.
Budget Date	Displays the system date as the Budget Date. Note: The Budget Date can not be edited.
Proposed Settings
Update Budget Cycle Proposed Dates After Customer Updates Complete?	To update the Budget Cycle Proposed Start Date and Proposed Ending Date, select this box. To skip updating the Budget Cycle's Proposed Start Date and Proposed Ending Date, de-select this box. Note: If the dates have already been maintained for the Budget Cycle Code, you can de-select this box.
Note: The Budget Cycle Start Date and Ending Date fields are only active, if the Update Budget Cycle Proposed Dates After Customer Updates Complete? prompt is selected.
Start Date	The Budget Cycle Proposed Start Date displays if maintained during Budget Cycle Maintenance. Press [ENTER] to accept or enter the Proposed Start Date for the budget cycle. (mm/dd/ccyy, slashes and century are optional)
Ending Date	The Budget Cycle Proposed End Date displays if maintained during Budget Cycle Maintenance. Press [ENTER] to accept or enter the Proposed Ending Date for the budget cycle. (mm/dd/ccyy, slashes and century are optional)
Re-run Period Calculation	To re-run the budget period calculation, select this box. To skip re-running the period calculation, de-select this box. Tip: If you choose this option, the customer Proposed Amounts are calculated using the customer's Previous Dollar value and Previous Usage value.
	To run the routine and generate the report, click Proceed, or press [ENTER]. Keyboard shortcut: [ALT + p] To escape from the routine, click Cancel . Keyboard shortcut: [ALT + c] Or, click Close .
Processing Message	The following displays when the budget calculate finishes. To close the Calculate Routine after it is complete, click Close. Keyboard shortcut: [ALT + d] Tip: The Processing window lists customers that are processed with their calculated Proposed Budget Amounts.