Siebel Forecasting Guide > Setting Up Forecasting > Creating a Forecast Series >
Adding a Custom Field for Aggregation
You can add a custom field, such as Global Business Unit or Fulfillment, for use in the Aggregation view. To do so, you must first add the custom fields as a column in the S_REVN table, add the field to the Revenue business component, and add appropriate columns to the appropriate applets. You must then add the field to the appropriate LOV (Type FCST_AGGR_FLD) so that it is available in the Administration - Forecast Aggregation view. For more information about the relevant business components and adding custom fields to the forecasting process, see Forecasting User Properties. To add a custom revenue field
- Start Siebel Tools.
- Select the S_REVN Table.
- Create a column for the custom field - for example, for the Global Business Unit field.
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Name |
X_GLOBAL_BUSINESS_UNIT |
User Name |
Global Business Unit Ext |
Physical Type |
Varchar |
Length |
15 |
- Click Apply/DDL to save the changes to the S_REVN table.
- Lock the Project Symbolic Strings.
Click on Symbolic Strings and create a Symbolic String with the same names as used in the column in the S_REVN table. For example, for the Global Business Unit field.
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|
Name |
X_GLOBAL_BUSINESS_UNIT |
User Name |
Global Business Unit Ext |
Physical Type |
Varchar |
Length |
15 |
- Select the Revenue business component.
- Click Fields and create a new field, for example, Global Business Unit.
- Select Applets and query on the appropriate applet, for example, Opportunity Revenue Schedule List applet.
- Click Lists and create a new list column, for example, Global Business Unit.
- Select the applet to which you added the field, for example, Opportunity Revenue Schedule List applet.
- Right-click the applet and select Edit Web Layout.
- Select Mode: 2: Edit List.
- Select the custom field, for example, Global Business Unit, in the Columns/Controls template; drag it and drop it into Applets Web Template (Edit) - Layout.
- Save the changes and recompile the Siebel repository.
To add a field to an LOV, complete the steps in the following procedure. To add a custom field to the aggregation LOV
- Navigate to Administration - Data screen, then List of Values view.
- Click New to create a new record, and then enter the list-of-values type FCST_AGGR_FLD in the Type field.
- Enter the name of the custom field in the Display Value field.
- Save the record.
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