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

1. Start Siebel Tools.

2. Select the S_REVN Table.

3. Create a column for the custom field (for example, for the Global Business Unit field), and complete the fields as shown in the following table:

   Field	Value
   Name	X_GLOBAL_BUSINESS_UNIT
   User Name	Global Business Unit Ext
   Physical Type	Varchar
   Length	15

4. Click Apply/DDL to save the changes to the S_REVN table.

5. 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.

   Field	Value
   Name	X_GLOBAL_BUSINESS_UNIT
   User Name	Global Business Unit Ext
   Physical Type	Varchar
   Length	15

6. Select the Revenue business component.

7. Click Fields and create a new field, for example, Global Business Unit.

8. Select Applets and query on the appropriate applet, for example, Opportunity Revenue Schedule List applet.

9. Click Lists and create a new list column, for example, Global Business Unit.

10. Select the applet to which you added the field, for example, Opportunity Revenue Schedule List applet.

11. Right-click the applet and select Edit Web Layout.

12. Select Mode: 2: Edit List.

13. Select the custom field (for example, Global Business Unit) in the Columns/Controls template; select it and move it into Applets Web Template (Edit) - Layout.

14. Save the changes and submit the changes to the Siebel runtime repository.

To add a field to an LOV, complete the steps in the following procedure.

To add a custom field to the aggregation LOV

1. Navigate to Administration - Data screen, then List of Values view.

2. Click New to create a new record, and then enter the list-of-values type FCST_AGGR_FLD in the Type field.

3. Enter the name of the custom field in the Display Value field.

4. Save the record.