Revenue Forecast > Refreshing Individual Line Items

Owned by Kye Hush
Last updated: Feb 17, 2022
3 min read

The purpose of this functionality is to ensure that, whilst a revenue forecast is pending approval, you are able to refresh the data only for a single line item in the forecast. This ensures that people who do not require a refresh can continue reviewing and editing their forecast data without any impact on the records they are reviewing.

The reason this may be appropriate is where anything that impacts the revenue forecast, such as scheduled work or price quote values, have changed since originally creating the forecast, and you wish to have this reflected in the revenue forecast.

Only someone with the appropriate access via finance & administration > general ledger > revenue forecast can refresh a single line item. It cannot be done via the inbox notification.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:

REFRESHING A SINGLE NRF LINE (WITHOUT ‘MANUAL EDITS’)

  • Go to finance & administration > general ledger > revenue forecast

 

  • Locate the line item that requires a data refresh and change the status back to under preparation by clicking on the status icon in the first column of the sub-grid

 

  • Go to further options and select update entire revenue forecast to update all under preparation records

 

  • In the pop-up select update and keep manually edited values (where values have been overwritten) or update and recalculate everything (to maintain manually overwritten values)

 

  • With the forecast updated, it is possible to send the line item back for review

 

REFRESHING A SINGLE LINE (WITH ‘MANUAL EDITS’)

  • Go to finance & administration > general ledger > revenue forecast

  • Locate the line item that requires a data refresh > change the status back to under preparation by clicking on the status icon in the first column of the sub-grid

 

Blue cells indicate that this forecast data has been manually edited for the month

  • With the line item still selected > click to mark the selected item for recalculation when the revenue forecast next gets updated

 

  • In the pop-up, select yes

 

  • The cells are no longer shaded blue to indicate that they are manually updated

 

  • Go to further options > select update entire revenue forecast to update all under preparation records

 

  • In the pop-up select update and keep manually edited values (where values have been overwritten) or update and recalculate everything (to maintain manually overwritten values)

 

  • With the forecast updated, it is possible to send the line item back for review

 

 

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