1. Administering Sales Planning
  2. Configuring Key Account Planning
  3. Configuring Key Account Planning

Configuring Key Account Planning

Perform these steps after enabling Key Account Planning features to configure features.

  1. From the Home page, click Application Application icon, and then click Configure Configure icon.
  2. From the Configure list, select Key Account Planning.
  3. Click Time Period Configuration and make your selections for current fiscal year, period, and the start year for the plan, and then click Save.