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Updating Revenues from a Forecast
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.
To update revenue items from a forecast
- From the application-level menu choose View > Site Map > Forecasts > My Forecasts.
- In the Forecast list, select the forecast to be updated.
- Click the Details tab.
- Select the revenue item to be updated.
- Click the menu button, and then click Update Revenue Item.
This updates the revenue item with the most recent adjustment from the Forecasts screen.
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Siebel Forecasting Guide Published: 18 April 2003 |