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Updating a Forecast with a Revenue Item


Updating a forecast with a revenue item updates the selected forecast with the most recent adjustment in the live revenue records. Updating a forecast with a revenue item only applies to forecasts with details.

To update a forecast with a revenue item

  1. From the application-level menu choose View > Site Map > Forecasts > My Forecasts.
  2. In the Forecast list, select the forecast to be updated.
  3. Click the Details tab.
  4. Select the revenue line item or items you want to update.
  5. Click the menu button, and then click Update Detail with Revenue Item.

 Siebel Forecasting Guide 
 Published: 18 April 2003