Transfer Revenue Recognition Forecast to Business Planning
Explanation
This activity is used to transfer the content of a revenue recognition
forecast to a business plan.
Prerequisites
In order to perform this activity, the following should exist:
- a revenue recognition forecast.
- a business plan with status Open.
- a planning unit with unit status Open and approval status
Unapproved or Rejected.
System Effects
As a result of this activity:
- a revenue recognition forecast has been transferred to a business plan.
Window
Revenue Recognition Forecast
Related Window Descriptions
Revenue Recognition Forecast
Procedure
To transfer a revenue recognition forecast to a business plan:
- Open the Revenue Recognition Forecast window and select
the forecast which you want to transfer.
- Right-click and then click Transfer to Business Plan.
- In the Transfer to Business Plan dialog, select the
business plan to which the transfer should be done. List of Values can be
used and note that the status for the selected business plan must be Open.
- Select the planning unit to which the transfer should be done. List of
Values can be used and note that the unit status for the selected planning
unit must be Open and the approval status must be either Not
Approved or Rejected. The valid version of the planning unit is
automatically suggested in the field Planning Unit Version but this
can be modified to any other version that exists for the planning unit. List
of Values can be used.
- If the selected business plan requires that all
transactions are entered against a specific planning entity, one should be
entered in the field Planning Entity. List of Values can be used.
- If the selected business plan allows transactions to be entered against a
specific planning scenario, one can be entered in the field Planning
Scenario. List of Values can be used.
- Press <OK>.