Check Due Date

Use the check due date scheduled process to archive forecast that are now past their due dates and activate the next scheduled forecast As an administrator, I want to be able to check if the due date has passed for the current forecast.

If the due date has passed for the current forecast, the check due date job will do the following:

Mark current forecast as Past Forecast such that it shows as a completed forecast and locks the participants under this forecast.

When to Use

Forecast Autopilot can manage the submission and schedule for Check Due Date appropriately. We recommend that you 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:

  • Run this process once daily at 00:00:00 am to check if the due date has passed for the current forecast.

• Execution Time:

  • Typically less than two minutes.

• 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

None.

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 are NOT performed.

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