How Budgets are Updated Once Applied to a Customer

Number of Times Billed

This information gets updated when monthly budget statements are processed in Energy Force.  The system is designed to increment the number of times billed after statements are generated when Update Statements is selected.

When processing monthly statements, All or Budget will need to be chosen in order for budgets to process.

Number of Payments Made

This value is updated when a payment is made in Energy Force using transaction code 24 for budgets.   The system is designed to automatically increment the number of payments based on the dollar value entered.

For example, if the Budget payment is $100 and the customer pays $100, the system will increment by one.   If the customer pays $200, the number of payments made will update by two payments.  

Note: The payment must be for the minimum value, double, triple, etc. in order for the amounts to increment.   If the customer paid $150, the payment will only update by one payment.