Specifying Search Specifications for Forecast Rollup

The Forecast Rollup user property contains a search specification that Siebel CRM applies to the Forecast Detail business component during a forecast rollup. Siebel CRM rolls up only the detail records that satisfy the search specification. It rolls up these records into the summary record. The value for this user property must contain a valid search specification.

For example, the following search specification returns forecast details that the current user owns. It also returns any subordinate records that exist that Siebel CRM rolls into this forecast:

[Link Type] = LookupValue('FCST_FCSTITEM_LINK_TYPE','Own Item')
OR [Link Type] = LookupValue('FCST_FCSTITEM_LINK_TYPE','Item') 

To restrict this search specification according to a series, you can use the Forecast 2000 -- Forecast Series business component.

It is recommended that you do not modify the value of this user property for a predefined business component that Siebel CRM uses for forecasting.

You can configure Siebel CRM to deactivate this user property or modify the value for it, but not to create a new instance of it.

For more information, see How This Book Describes the User Property Format.