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.

  1. 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.

  2. Recalculate budgeted amounts according to the rules defined for each plan, and store the amounts in the BILLING.BUDGETEDAMOUNTHISTORY table.
  3. 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 Operations and Regulations 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 Operations and Regulations 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.