Rollup Forecast Method

The RollupForecast method creates the summary records for a forecast according to the detail records. Siebel CRM uses it to create the initial summary records when it creates a forecast. The Rollup button or a menu item on a forecast applet references the RollupForecast method or the RollupParentForecast method. Siebel CRM does not automatically update summary records. To update summary records after Siebel CRM modifies detail records, it must call the RollupForecast method through a control or programmatically. A current, active row must exist for the RollupForecast method. This row must exist in the forecast business component that resides at the top level (highest level). You can configure Siebel CRM to call this method from any item described in Calling a Method.