Recalculate Budgeted Amounts

The Recalculate Budgeted Amounts task recalculates budgeted amounts for accounts on budget billing plans.

Because the budgeted amount that an account is charged under a budget billing plan is only an estimate, it must be recalculated from time to time to ensure that it is as accurate as possible.

Query for budget billing plans that match the task parameters and whose next recalculation dates (NEXTRECALCULATIONDATE column in the BILLING.BUDGETBILLINGPLAN table) are on or before the current date.
Depending on the budget billing plan, the next recalculation date is set in one of two ways. If budgeted amounts are to be recalculated upon settlement, the next recalculation date is set to the current date when the variance is settled, either through the annual settlement process, or on demand using the Budget Billing Plan InfoViewer or Review Budget Billing. If the budgeted amount is to be recalculated every N months, the task uses that number of months to set the next recalculation date each time the budgeted amount is recalculated.
Recalculate budgeted amounts according to the rules defined for each plan, and store the amounts in the BILLING.BUDGETEDAMOUNTHISTORY table.
Set the next recalculation date for each plan.
As noted above, this only applies to plans that specify that the budgeted amount is to be recalculated every N months. If the budgeted amount is to be recalculated on settlement, the next recalculation date is set when the variance is settled.

Setup

This table describes the Infor Public Sector setup forms that are used to configure this task:


Setup form	Comments
Budget Billing Plan	Defines rules for calculating budgeted amounts and when these amounts are to be recalculated.

This table lists the database tables that store setup information for this task:


Table	Comments
BILLING.BUDGETBILLINGPLANSETUP	Stores budget billing plan setup records.

Invocation

The Recalculate Budgeted Amount task can be scheduled or invoked manually from the Batch Manager form, and it can be invoked through the console. You can also use the Budget Billing Plan InfoViewer or Review Budget Billing to recalculate budgeted amounts manually.

This table describes each parameter for this task:


Form	Console	Description
Budget Billing Plan	BudgetBillingPlanSetupCode	Budget billing plan for which you want to recalculate budgeted amounts.
Group	Group	Filters accounts by account group.
Subgroup	Subgroup	Filters accounts by account subgroup.
Account Class	AccountClass	Filters accounts by account class.
Account Area	AccountArea	Filters accounts by account area.
Billing Cycle	BillingCycle	Filters accounts by billing cycle.

Monitoring

If the recalculate budgeted amounts run is successful, you should see a series of messages similar to these in the Billing Batch Process log:

Recalculate Budgeted Amounts Process Started.
Recalculate Budgeted Amounts Run Added Successfully.
Recalculate Budgeted Amounts Run Updated Successfully.
Recalculating Budgeted Amount for Account: [account #] BillType: [bill type]
Successfully Recalculated Budgeted Amount for Account: [account #] BillType: [bill type]

These messages are repeated for each account:

Total number of Budget Billing Plans analyzed: [#]
Total number of Budget Billing Plans recalculated: [#]
Total number of exceptions: [#]
Recalculate Budgeted Amounts Process Completed.

In the database, the PROCESSINGFLAG column in BILLING. RECALCBUDGETEDAMOUNTRUN is set to Y at the start of a run, and set to N when the run is finished.

Data output

This table lists the database tables in which this task adds or updates records:


Table	Comments
BILLING.BUDGETBILLINGPLAN	Stores the next recalculation date for each plan.
BILLING.BUDGETEDAMOUNTHISTORY	Stores budgeted amounts for all budget billing plans.
BILLING.RECALCBUDGETEDAMOUNTRUN	Stores information on each recalculate budgeted amounts run, including the run number, the parameters used, and the number of accounts processed.

This table lists the Infor Public Sector forms that you can use to review the results of this task:


Form	Comments
Budget Billing Plan InfoViewer	Shows the next recalculation date and a history of budgeted amount calculations.
Review Budget Billing	Shows the last recalculation date and the next recalculation date for each plan.