1.4 Update Account Budget/SA Recurring Charge History

Reference: Cancel Budget Process Model - Page 1 for the associated business process diagram.

Actor/Role: CCB

Description: When the Budget is canceled, any recurring charge with an effective date beyond the cancellation date is deleted. A new recurring charge amount of “0” is added for each affected Service Agreement. Each Service Agreement’s Current Balance is synchronized with its payoff balance (using sync adjustment type defined on the Service Agreement’s SA type). When a Service Agreement is stopped the Budget is canceled. Refer to 3.3.2.2 Stop Service.

•	Manual Process: When the CSR or Authorized User cancels the Budget, the Account’s Service Agreements Recurring Charge History, and Current Balance is updated.

•	Automated Process: When a covered Service Agreement is stopped the Budget is canceled. Recurring Charge History and Current Balance is updated.