Making Top-Level Adjustments to the Revenue Forecast by Customer and Item
Use the Revenue Top Level Adjustment form to make top-level adjustments to Revenue Forecast data by Customer and Item. Navigation starts at the top level, so you can drill into Customer members to validate. Additionally, if necessary, you can adjust the Forecast for all or individual Item members.
Actuals appear next to Forecast value so that you can view the end-of-year and future-year projections side-by-side.
Top-level adjustments filters down to the Revenue by Customer and Revenue by Item forms.
To review the Forecast and make top-level adjustments:
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From the Home page, click the Revenue and Gross Margin card.
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To go to Trend Based Revenue forms, click the 1 tab on the left-hand side.
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Click Revenue Top Level Adjustment.
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In the Point of View, select a Version, Item Type, Subsidiary, Currency, Class, and Account.
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To apply the changes, click the Go icon
.By default, the Revenue Forecast is collapsed by Total Customer and the selected Item Type category.
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To see the relevant detail levels of the Customer and Item, click the Expand icons
beside Total Customer and the Item Type. Drill until you locate the Customers and Items that you are interested in. -
Enter any necessary adjustments to the Forecast for the specific Customer and Item members.
Note:You can only enter Forecast values at the detail level.
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(Optional) Use the Grid Spread feature to adjust a Forecast total for a row. For more information, see Scenario Planning with Grid Spread.
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Click Save.
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To recalculate the cost of goods sold after changes have been made, right-click the data grid and select Launch COGS for all Customers.
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To populate top-level members with the adjusted data in input currency, right-click the data grid and select Aggregate to Income Statement.
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(Optional) To have your changes reflected in the relevant financial statements in the input and reporting currencies:
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Go to the Home page and click the Rules card.
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Beside the ruleset NFS_All Accts Forecast Data Refresh, click the Launch arrow.
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