Configuring the Forecast Button
The Forecast button updates the Est Baseline Volume field and the Est Baseline Revenue field in a high-level promotion with data from sales volume plans. You can configure additional fields for this update.
The following guidelines are applicable to configuring the Forecast button:
The source and target fields must be numeric.
The source and target fields must not be multi-valued.
The target field must not be read-only or calculated.
To configure the Forecast button
Log in to Siebel Tools.
In Object Explorer, select the Business Service object, and in the Object List Editor, query for the following business service: CS CG Account Promotion Business Service.
In the Object Explorer, select the Business Service User Prop child object.
Create a new user property with the following name: Category Baseline Field Map: Source Field
where: Source Field is the name of the source field from the CG SVP Category Baseline business component.
Enter the following value in this new user property: Target Field
where: Target Field is the name of the target field from the CS CG Plan Account High Level Category business component.