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Modifying a Revenue Item

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Making changes to revenue records rather than adjusting a forecast allows for more consistent forecasting. Forecasts are based on current revenue data. Adjustments to forecast records are not replicated in subsequent forecasts, resulting in extra work as the end user adjusts the same item week after week.

To modify a revenue item

From the application-level menu choose View > Site Map > Revenues > My Team's Revenues.
In the Revenues list, select the revenue item you want to modify.
In the More Info form, change the necessary fields.

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