Upgrade Guide for DB2 UDB for z/OS and OS/390 > Preparing Application Data for Upgrade >

Preparing Forecasting Data for Upgrade

Upgrades: Release 6.x only.

Environments: Production environment only.

This topic is part of an upgrade process. See How to Perform the Upgrade.

For upgrades from Release 6.x to 7.7, decide whether or not to upgrade the revenues for nonprimary sales team members. Consider upgrading nonprimary sales team members' revenues if your organization does any of the following:

• Uses nonprimary forecasting and wants to continue using a similar nonprimary forecasting approach. (Running queries on the Revenue table may not be adequate to meet this need.)
• Wants each sales team member to have a different opinion on the close date and revenue amount for each opportunity.
• Wants to assign, to each sales team member, some portion of each opportunity that is not related to a specific product or some percentage of the overall opportunity value.

For each opportunity in previous versions of Siebel eBusiness applications, the upgrade evaluates the opportunity sales team records for nonprimary sales team members. Each sales team member record is used to create a revenue record, if the following is true:

• The primary flag is not checked.
• The revenue amount is nonzero.
• The commit flag is checked.

Before upgrading, make sure that your opportunity sales team records are appropriately marked as committed or not committed. Records marked as committed are automatically upgraded; records marked as not committed are not upgraded.

Typically, uncommitted sales team records are not upgraded.