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Including Quote Items in a Forecast

When an end user updates an opportunity from a quote, one piece of information that is sent is whether a product is forecastable. The default setting for this functionality in the quote is determined by a setting in Product Administration. By default, in Product Administration, components of products with components and product bundles are marked as forecastable, unless explicitly changed. Simple products are marked as forecastable and cannot be changed in Product Administration. Components of bundles are marked as not forecastable by default, but can be changed to forecastable.

If end users want to make sure that a product in a quote is forecastable, then they can review the setting in the quote, and mark it as forecastable if necessary.

To include a quote item in a forecast

1. Navigate to the Quotes screen, and then the Quote list view.
2. In the Quotes list, drill down on the name of the desired quote.
3. Click the Line Items view tab, select the desired line item.
4. In the Line Item Detail subview, make sure that the Forecastable check box is selected.
5. If it is not already selected, then select the Forecastable check box to include this item in forecasts.
6. When you are finished working on the quote, update the opportunity. For details, see Updating Opportunities from Quotes.