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Updating revenues from a forecast allows an end user to update live revenue records with the current forecast updates. This eliminates a number of steps. Updating revenues from a forecast only applies to forecasts with details.
After an end user (manager or subordinate) edits the Adjustment field, he or she can update the revenues in the Revenue screen by selecting the Update Revenue Item menu option. The Revenue field in the Forecast Detail record is then updated with the total of the adjustment and the previous revenue value, and the Adjustment value is reset to zero.
To enable the updating of custom revenue fields, the end user must add a Revenue Field Map: Forecast Item Detail Field Name user property to the Forecast 2000 -- Forecast Item and Forecast 2000 -- Forecast Item Detail business components with a value of Corresponding Revenue Custom Field Name.
For example, if an end user has added the custom field Global Business Unit to the Revenue and Forecast Item Detail business components, the following user property must be added to the Forecast 2000 -- Forecast Item Detail business component:
For more information about this user property, see Table 15.
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