Looking up budget billing plans

  1. Select Billing > Bill > Review Budget Billing.
  2. Enter search criteria for the accounts in budget billing that you want to review.
  3. Select the severity of the plans you want to review from the Actual Comparison list.
    The severity is a measure of the difference between the total actual charges for the current plan year and the total actual charges as of the same date last year. Comparing these two values can help you determine if an account on budget billing is being charged the correct amount.

    Review Budget Billing shows the comparison as a percentage in the Actual % column. The percentage is the ratio of the current year’s actual charges to the previous year’s. For example, if the current actual charges are $250 and the actual charges as of the same date last year were $200, the actual percentage is 125%. Anything over 100% indicates that the current year’s charges are greater than last year’s. Anything under 100% indicates that the current year’s charges are less than last year’s.

    There are three severity levels. Severity 1 corresponds to the High and Low percentages defined for the budget billing plan, Severity 2 corresponds to the Higher and Lower percentages, and Severity 3 corresponds to Highest and Lowest percentages. You can use the Actual Comparison list to review all plans, plans at Severity 1 or above, plans at Severity 2 or above, or plans at Severity 3.

  4. Click Search.