Please enable JavaScript.
Coggle requires JavaScript to display documents.
Auto Update with A/R change Risks - Coggle Diagram
Auto Update with A/R change Risks
Actual budget totals
totals did not change
totals changed incorrectly
totals seen in budget renewal routine diff. than outcome
totals different in different places
statements, query, account, AR reports
customer confusion
why did the numbers change?
why didnt the numbers change
whats the system calculation doing vs overrides?
Performance
what happens if all budgets have an AR change
deliveries, payments, service contracts, pricing contract billings, recurring charges, meter readings,
what happens if the budget renewal is done in one large batch at the same time as another process, such as another large batch?
failure to load a large amount of budgets at all within one batch
locking or marking as reviewed a large amount
Locked budgets/manual overrides
does not stay locked
locked budgets do not show if theyve had AR changes
other totals
Budget Results columns: monthly payment, misc budget items, predicted gallons, tax total, previous budget total, AR balance, previous total amount paid, etc