Activate or Deactivate a Revenue Forecast

Depending on your in WorkBook, you can activate or deactivate revenue forecasts in the Revenue Forecast submodule.

To perform this procedure, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To activate or deactivate a revenue forecast:

1. On the module toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration screen, click General Ledger > Revenue Forecast.
3. If you have more than one company in your system, use the drop-down list above the Finance & Administration menu in the left pane to select the company associated with the revenue forecast that you want to activate or deactivate.
4. On the top grid toolbar, use the drop-down list to select the revenue forecast that you want to activate or deactivate. To display the revenue forecasts for all companies in the system, select Include All Companies. To display inactive revenue forecasts, select Include Inactive Forecasts.
5. On the top grid toolbar, click Click Revenue Forecast Options > Mark as Active / Inactive.