Edit Revenue Forecast Method Settings

Use the Revenue Forecast Methods submodule to edit the settings of revenue forecast methods.

To use the Revenue Forecast Methods submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To edit the settings of a revenue forecast method:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the revenue forecast method that you want to edit the settings of.
3. In the left pane of the Settings screen, click Finance > Revenue Forecast Methods.
4. Highlight the revenue forecast method that you want to edit the settings of and select or unselect the applicable check boxes.