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Reviewing ForecastsForecasts are generated automatically either weekly or monthly, according to your company's business process. You receive an alert on My Homepage each time a new forecast is generated. After you receive the notification, you should review the forecast. To review forecasts
Viewing and Editing Forecasts Using a Different CurrencyThe View in currency conversion feature allows you to specify in which currency your forecast should be displayed. By default, the forecast will be displayed in your native currency (the default currency selected on your user profile). You can also edit forecasts in the selected currency if you are managing opportunities in multiple economic zones. If the forecast is edited while being viewed in EUR, then the user can enter in forecast values in EUR. When the edited forecast is saved, it is converted to, and saved in the corporate currency. To view a forecast using a different currency
The View in currency value defaults to your company's default currency. All of your company's active currencies are available for selection. When you select a View in currency, the forecast values are converted from the stored Forecast Currency (corporate currency) to the selected View in currency using the valid exchange rates for the Forecast Date. If you drill into a forecast record, or select a View-in currency that does not have a valid exchange rate defined for the forecast date, the forecast is displayed in your company's corporate currency instead, and an advisory message is displayed. | ||
Published 05/11/2007 |