Refresh Forecast

Use the Refresh Forecast scheduled process to update current and future forecasts using the latest opportunity data. It also updates the forecast territory hierarchy from the latest active territories and product hierarchy changes.

As an administrator, you can synchronize forecast data with their respective transactions, this would include creating new forecast items for transactions that meet forecast criteria periods, updating existing forecast items and removing forecast items which no longer meet forecast criteria.

Apart from synchronizing forecast, this scheduled process is also responsible for up taking the territory and product hierarchy changes. The process doesn't synchronize the territory hierarchy changes being made between the territory freeze date and the forecast due date during which the forecast territory hierarchy remains frozen.

When to Use

Forecast Autopilot can manage the submission and schedule for Refresh Forecast appropriately. It is recommended to enable autopilot to automatically manage background forecasting processes.

Privileges Required

Verify that you have the following privilege or role:

• Role

  • Sales Administrator

• Privilege

  • ZSF_DEFINE_SALES_FORECAST_PRIV

  • ZSF_MANAGE_SALES_FORECAST_PARTICIPANT_PRIV

Before You Start

Review the following before scheduling this scheduled process:

• Recommended Frequency:

  • You can run this scheduled process when required.

  • You can run this scheduled process before the territory freeze date for each forecast period to synchronize the forecasting data as per the current territory hierarchy

• Execution Time:

  • Time varies based on the number of opportunity and territory changes.

• Compatibility:

  • There should be only one instance of the job running at any one time and there is no current functional need to be able to run multiple instances of this process at the same time.

Parameters

Parameter	Optional or Mandatory	Description	Parameter Values	Special Combinations Required	Notes
Refresh Forecast Items Only	Optional	Yes - Specifies whether to consider only the changed revenue items prior to the last refresh. Or all revenues items having effective date greater than start date of Un submitted forecast for synchronization No or Empty - Default execution, which includes territory and product hierarchy synchronization in addition to revenue items.	Yes No	None
Diagnostic Parameters	Optional	Don't provide any value. This is used for diagnostic.	N/A	None	N/A

Troubleshooting Information

• You can view the status of the refresh forecast operation on the scheduled processes UI.

• The validation errors and warning messages that prevented the refresh forecast are displayed in the error log.

• Any interactive warning validations aren't performed.

• When the program is submitted, you can Resubmit, Put on Hold, Cancel Process, Release Process as provided by the scheduled processes UI.