Updating Revenues Containing Custom Fields

Any custom fields added to the Revenue business component are not by default updated when a user selects Update Revenue Item.

To enable the updating of custom revenue fields, the user must add a Revenue Field Map: Forecast Item Detail Field Name user property to the Forecast 2000 -- Forecast Item and Forecast 2000 -- Forecast Item Detail business components with a value of Corresponding Revenue Custom Field Name.

For example, if a user has added the custom field Global Business Unit to the Revenue and Forecast Item Detail business components, the following user property must be added to the Forecast 2000 -- Forecast Item Detail business component:

Revenue Field Map: Global Business Unit
Value: Global Business Unit

For more information about this user property, see Forecast 2000 - Forecast Item User Properties.

To update revenue items from a forecast

1. Navigate to the Forecasts screen.

2. In the Forecasts list, drill down on the forecast to be updated.

3. In the Details view, select the revenue item to be updated.

4. Click the menu button, and then click Update Revenue Item.

   This updates the revenue item with the most recent adjustment from the Forecasts screen.