Creating a forecast package

Page Element

Description

Filter by

You can filter the packages using company name, forecast package, status, and recurring criteria.

To see a sample image, Click here. To clear the pre-defined filter settings, click Clear Settings.

Retaining Filters: Selected filter values are retained for the period that you are logged in even when you navigate to other pages. Filters values are reset to default only after you logout of the system or clear filters.

Grouped By

Forecast packages are listed on the grid based on the selected group using page settings.

Actions

You can select a package and perform the required action. The available options are:

•       Submit: Submit the package for approval.

•       Discard: Discard the latest action taken on the package.

•       Approve: Approve the package.

•       Reject: Reject the package created by a maker or reject last action taken on a package.

•       Enable: Enable the package.

•       Suspend: Suspend a package from further use.

For more information on actions, see Additional action on setups.

Selection Box

Select the check box and perform the required action on the forecast package.

Select dropdown

Enables you to perform following actions:

•       Modify Record: Modify the forecast package details.

•       View Record: View the forecast package details.

•       View History: View the history of package creation and approval.

The next actions to be taken on the definition are displayed in the drop-down list.

Pagination Bar

Depending on the volume of data displayed in the list, the list can have one or more pages. You can navigate through the information by using the pagination bar.

Export

You can export the page data to the required format as PDF, XLS, CSV, and TSV.

If you want to export header details, select the With Header check box.

Create Forecast Package

Enables you to create a forecast package.

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