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Upgrade Guide for UNIX > Preupgrade Tasks > Preparing Application Data for Upgrade >

Preparing Forecasting Data for Upgrade

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NOTE:  If you are upgrading from Release 7.x to Release 7.5, you do not need to perform this procedure.

Before upgrading from a previous version of Siebel eBusiness Applications, system administrators should decide whether or not the revenues for non-primary sales team members should be upgraded. They may want to consider upgrading non-primary sales team members' revenues if their organization:

• Uses non-primary forecasting and wants to continue using a similar non-primary 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 automatic upgrade evaluates the opportunity sales team records for non-primary sales team members. Each sales team member record is used to create a revenue record in Release 7.x, 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. Most system administrators do not need to upgrade uncommitted sales team records.

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