Adjusting and Submitting Subordinate Forecasts

You are the sales manager and you need to adjust and submit the forecast for your Brazil territory hierarchy. In this demonstration you will learn how to make adjustments to territory forecasts and forecast items, reject and submit subordinate forecasts, and adjust and submit your own forecast.

Steps:

1. Click the 2011 - 2011/09/08 link.

   Step 1

2. A salesperson requests that you reject his territory forecast because he wants to make changes.

    

   Click an entry in the RJ Components row.

   Step 2

3. Click the Actions menu.

   Step 3

4. Click the Reject list item.

   Step 4

5. The territory forecast shows rejected status.

   Step 5

6. The salesperson made changes and resubmitted his forecast for R J Components. Because it is now in submitted status, you can adjust forecast items for this territory.

   Step 6

7. Select a child territory forecast.

   Step 7

8. You cannot adjust forecast items for the unsubmitted forecast. You can, however, use the Submit button to submit the forecast on behalf of your subordinate.

   Step 8

9. You can adjust the child territory forecast at the summary level.

    

   Click the Adjust menu.

   Step 9

10. Click the Adjust list item.

    Step 10

11. If you choose to adjust an unsubmitted forecast at the summary level, the application will first submit the territory forecast on behalf of your subordinate.

    Step 11

12. Click the OK button.

    Step 12

13. Enter your summary adjustments for the correct time periods.

     

    Step 13

14. Click the OK button.

    Step 14

15. Your forecast number includes adjustments made to subordinates forecasts. You are ready to enter the summary adjustment for your territory forecast.

     

    Click an entry in the Brazil Electronics row.

    Step 15

16. Click the Adjust menu.

    Step 16

17. Click the Adjust list item.

    Step 17

18. The application submits all unsubmitted or rejected subordinate territory forecasts before you can enter the adjustment.

    Step 18

19. After you submit subordinate territory forecasts, the territory owners cannot change their forecasts.

     

    Click the OK button.

    Step 19

20. You can enter either the adjustment amount as a positive or negative number, or enter the total adjusted forecast amount.

     

    Click in the Adjusted Forecast field.

    Step 20

21. Enter the desired information into the Adjusted Forecast field. Enter

     a valid value
     e.g.
     "200,000"
    .
    Step 21

22. Click the OK button.

    Step 22

23. You can now submit your forecast.

     

    Click the Submit button.

    Step 23

24. You cannot make changes to your forecast unless your manager rejects your forecast.

    Step 24

This concludes this demonstration of adjusting and submitting sales forecasts for subordinates.

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