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Updating a Forecast with a Revenue Item


Updating a forecast with a revenue item updates the selected forecast with the most recent adjustment in the live revenue records. Updating a forecast with a revenue item only applies to forecasts with details.

To update a forecast with a revenue item

  1. Navigate to the Forecasts screen.
  2. In the Forecasts list, drill down on the forecast to be updated.
  3. In the Details view, select the revenue line item or items you want to update.
  4. Click the menu button, and then click Update Detail with Revenue Item.
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