Edit a Service Provider Category Budget

Use the following steps to edit a Service Provider Category Budget on a Service Contract.

1.       Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.       In the Client Funding table, click Open on the Service Contract to which you want to edit a Service Provider Category Budget.

3.       In the Service Provider Category Budgets table, under Actions click on the Edit icon next to the Budget you wish to change.

4.      The Edit Budget Category screen displays.  Make the changes you want, then click Update to save the changes.    

       

5.   If the Service Provider budget has not yet been distributed to funding periods, The changes are added to the Service Provider Category Budget.

If the Service Provider Category Budgets are distributed into Funding Periods, upon clicking [Update] the system will do the following: 

1. Save the changed data
   
2. Display message and ask if user wants to also redistribute the SPCB Budgets 
   
1. You can click [Cancel] to close all popup windows, and leave the updates for another day, or click [Proceed] to redistribute Service Provider Budget. 
   

To get more information on how to create or update distributions of Service Provider Category Budget's Funding Periods, please follow instruction in Setup and Modify funding periods for Service Provider Category Budget

 

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