Search for Revenue Forecast Methods

Use the Revenue Forecast Methods submodule to search for 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 search for 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 are looking for.
3. In the left pane of the Settings screen, click Finance > Revenue Forecast Methods.
4. On the grid toolbar, use the Search field to enter a keyword associated with the revenue forecast method.