Specifying Search Specifications for Forecasts

The Named Search: Forecast Series Date Range user property specifies the search specification that Siebel CRM applies on the Revenue business component when it creates a forecast. It makes sure that the revenues that the search returns occur in the Forecast Date range, by default.

The value for this user property must contain a valid search specification. This search specification and the Auto and Assoc search specifications can use special variables that the Forecast Series and Forecast Series Date business components define. For example, consider the following default value of this user property:

[Date] >= '&FCST_DATE_LOWER_BOUND' and [Date] <= '&FCST_END_DATE'

This search specification returns the values that exist between the Date - Lower Bound field and the End Date field of the Forecast 2000 -- Forecast Series Date business component. In this situation, the &FCST_DATE_LOWER_BOUND variable represents the Date - Lower Bound field. If this field:

• Contains a value. Siebel CRM sets the value of the History View Date to the value that the Date - Lower Bound field contains.

• Does not contain a value. If the History Edit field:

  • Contains a value. Siebel CRM sets the Date - Lower Bound field to the value that the History Edit field contains.

  • Does not contain a value. Siebel CRM sets the Date - Lower Bound field to the value that the Start Date contains.

You can configure Siebel CRM to deactivate this user property or modify the value for it. If you deactivate it, then you must make sure that the Siebel CRM limits the revenues in the forecast according to date. To do this, you can modify the Auto and Assoc search specifications of the Forecast Series. You cannot configure Siebel CRM to create a new instance of this user property.

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