Procedures Use the procedures in this section to configure different revenue forecast method types. To use the Revenue Forecast Methods submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings. Related Topics:Create Gross Revenue Forecast Methods Use the Revenue Forecast Methods submodule to create gross revenue forecast methods. Create Net Revenue Forecast Methods Use the Revenue Forecast Methods submodule to create net revenue forecast methods. Remove Revenue Forecast Methods Use the Revenue Forecast Methods submodule to remove revenue forecast methods. Search for Revenue Forecast Methods Use the Revenue Forecast Methods submodule to search for revenue forecast methods. Edit Revenue Forecast Method Settings Use the Revenue Forecast Methods submodule to edit the settings of revenue forecast methods. Exclude Non-billable Jobs from Revenue Forecast Methods Use the Revenue Forecast Methods submodule to exclude non-billable jobs from revenue forecast methods. Add New Finance Account Ranges Use the Revenue Forecast Methods submodule to add new finance account ranges for a selected profit forecast method. Remove Finance Account Ranges Use the Revenue Forecast Methods submodule to remove finance account ranges for a selected profit forecast method. Search for Finance Account Ranges Use the Revenue Forecast Methods submodule to search for finance account ranges in a selected profit forecast method. Add New Job Responsible Records Use the Revenue Forecast Methods submodule to add new job responsible records for a selected profit forecast method. Delete Job Responsible Records Use the Revenue Forecast Methods submodule to delete job responsible records for a selected profit forecast method. Search for Job Responsible Records Use the Revenue Forecast Methods submodule to search for job responsible records in a selected profit forecast method. Add New Pipeline Responsible Records Use the Revenue Forecast Methods submodule to add new pipeline responsible records for a selected profit forecast method. Delete Pipeline Responsible Records Use the Revenue Forecast Methods submodule to delete pipeline responsible records for a selected profit forecast method. Search for Pipeline Responsible Records Use the Revenue Forecast Methods submodule to search for pipeline responsible records in a selected profit forecast method. Parent Topic: Revenue Forecast Methods HomeWorkBook Online HelpSettingsFinanceRevenue Forecast MethodsProcedures
Procedures Use the procedures in this section to configure different revenue forecast method types. To use the Revenue Forecast Methods submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings. Related Topics:Create Gross Revenue Forecast Methods Use the Revenue Forecast Methods submodule to create gross revenue forecast methods. Create Net Revenue Forecast Methods Use the Revenue Forecast Methods submodule to create net revenue forecast methods. Remove Revenue Forecast Methods Use the Revenue Forecast Methods submodule to remove revenue forecast methods. Search for Revenue Forecast Methods Use the Revenue Forecast Methods submodule to search for revenue forecast methods. Edit Revenue Forecast Method Settings Use the Revenue Forecast Methods submodule to edit the settings of revenue forecast methods. Exclude Non-billable Jobs from Revenue Forecast Methods Use the Revenue Forecast Methods submodule to exclude non-billable jobs from revenue forecast methods. Add New Finance Account Ranges Use the Revenue Forecast Methods submodule to add new finance account ranges for a selected profit forecast method. Remove Finance Account Ranges Use the Revenue Forecast Methods submodule to remove finance account ranges for a selected profit forecast method. Search for Finance Account Ranges Use the Revenue Forecast Methods submodule to search for finance account ranges in a selected profit forecast method. Add New Job Responsible Records Use the Revenue Forecast Methods submodule to add new job responsible records for a selected profit forecast method. Delete Job Responsible Records Use the Revenue Forecast Methods submodule to delete job responsible records for a selected profit forecast method. Search for Job Responsible Records Use the Revenue Forecast Methods submodule to search for job responsible records in a selected profit forecast method. Add New Pipeline Responsible Records Use the Revenue Forecast Methods submodule to add new pipeline responsible records for a selected profit forecast method. Delete Pipeline Responsible Records Use the Revenue Forecast Methods submodule to delete pipeline responsible records for a selected profit forecast method. Search for Pipeline Responsible Records Use the Revenue Forecast Methods submodule to search for pipeline responsible records in a selected profit forecast method. Parent Topic: Revenue Forecast Methods HomeWorkBook Online HelpSettingsFinanceRevenue Forecast MethodsProcedures