Updating budgets based on order status
Budgets are updated based on the system status of the related order. Actual order costs are always subtracted from the budget. For estimated order costs, the following three situations apply:
1. The order is not yet accepted. In this case, no costs are committed to the budget.
2. The order is accepted but not closed yet. In this stage, estimations are registered as committed costs. When you register actual costs, committed costs will be transferred into actual costs. If the actual costs exceed the estimate, estimate and costs are both taken into account (additional costs are expected).
3. The order is closed. In this stage, the estimates that exceed the actual costs are not committed to the budget.
The following tables list the system statuses per order type that apply to the above situations.
Table 1. Situation 1: the order is not accepted
Order type | Order statuses |
|---|
Maintenance orders | Reported, Proposal |
Work order | Reported, Proposal |
Table 2. Situation 2: the order accepted but not closed yet
Order type | Order statuses |
|---|
Maintenance orders | Accepted, Technically completed |
Work order | Accepted, Technically completed |
Table 3. Situation 3: the order is closed
Order type | Order statuses |
|---|
Maintenance orders | Canceled, Administratively completed |
Request | Canceled, Completed |
Work order | Canceled, Administratively completed |