A record of how much one sale invoice line drew from one scheme budget row. The system writes one utilisation row per budget row and invoice line whenever the scheme engine records scheme consumption on a sale invoice, updates it when the line's scheme discount changes, and removes it when the scheme no longer applies to that line (including Reset Scheme). An invoice line that falls under both a scheme-wide budget and a partner budget therefore gets two rows, each carrying the line's full net scheme discount. Orders, credit notes, purchase documents, service orders and carts write no utilisation rows. These rows are an audit trail only: budget enforcement is calculated from the Scheme Ledger, never from these rows, so adding, editing or deleting a utilisation row by hand never gives budget back or blocks a scheme. Saving the budget row recalculates its displayed Utilized Amount as the total of these rows, so a hand change can alter that display figure. The rows appear on the Related tab of a Scheme Account Budget record; the entity has no menu entry of its own.
Fields
| Field | Label | Type | Required | What it does |
|---|
Amount | Amount | Currency | | The net scheme discount of the invoice line, copied from its Scheme Ledger row and refreshed when the line's discount changes. It is the line's whole benefit, not a share split between budget tiers. Not used by budget checks. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
InvoiceId | Invoice | Lookup → Invoice | | The sale invoice whose line consumed the budget. Set by the system. |
InvoiceLineId | Invoice Line | Lookup → InvoiceLine | | The invoice line that consumed the budget. A budget row has at most one utilisation row per invoice line; later saves update that row instead of adding another. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | Document number, generated from the SBU series when the row is created. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
SchemeAccountBudgetId | Scheme Account Budget | Lookup → SchemeAccountBudget | | The budget row drawn on: the scheme-wide row, a partner row whose Partner Account matches the one on the ledger row, or a partner group row whose group (of type Scheme) contains that partner account. |
SchemeId | Scheme | Lookup → Scheme | | The scheme that owns the budget row. A ledger row only draws on budgets of the scheme it actually applied, so a mixed-scheme invoice charges each budget only with its own scheme's lines. |
SchemeLedgerId | Scheme Ledger | Lookup → SchemeLedger | | The Scheme Ledger row this utilisation mirrors. When the engine removes that ledger row because the scheme no longer applies, it deletes the utilisation row with it. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteListHeader | Delete | Delete | DeleteListHeader |
DeleteListRow | Delete | Delete | DeleteListRow |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | EditInLine |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
