1.7 Update Account Budget Information and SAs Recurring Charge Amount

Reference: See Enroll in Budget Process Model - Page 1 for the business process diagram associated with this activity.

Actor/Role: CC&B

Description: The Account Budget information is updated, and the individual recurring charge effective date and amounts are stored for each Service Agreement. If the Budget information is entered on the Start Service confirmation window, the system will populate the Budget information on the Account and update the effective date and recurring charge amount for the Service Agreements.

See also True Up process (3.4.4.2a Monitor and True Up Budget).