Modify the Recurring Revenue Forecast Type Profile Option

The profile option, Recurring Revenue Forecast Type (ORA_MOO_REV_RECUR_FORECAST), controls whether to forecast revenue lines based on every single schedule occurrence or aggregated based on the start date. The default is to forecast on each single occurrence.

Use these steps to change the default value of Each Individual Scheduled Occurrence (ORA_INDIV_SCHED_OCCURRENCE) to the Aggregated Based on Start Date (ORA_AGGR_BASED_ON_START_DATE) value so that existing multiple recurring revenues lines are aggregated to a single close date:

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Administrator Profile Values

2. From the search region of the Manage Administrator Profile Values page, enter the profile option code name ORA_MOO_REV_RECUR_FORECAST in the Profile Option Code field.
3. Click Search.
4. Change the default value of the profile option from ORA_INDIV_SCHED_OCCURRENCE to ORA_AGGR_BASED_ON_START_DATE.
5. Click Save and Close.