Forecast_Setup__c
Label: Billing Forecast Setup Contains the information required to configure and run a billing forecast calculation.
| Actuals_Cutoff_Offset__c |
Actuals Cutoff Offset |
Spring 2018 |
Enter the number of days prior to the current date up to which actuals should be included. Enter 0 to use today as the cutoff date. Leave blank to use the default cut off date, which is the end of last week.
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Number(18,0) |
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| Default_Opportunity_Curve__c |
Default Opportunity Curve |
Spring 2018 |
The billing forecast curve applied to an opportunity during a billing forecast calculation if the opportunity does not have a curve assigned to it.
Looks up to: Forecast_Curve__c
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Lookup |
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| Default_Project_Curve__c |
Default Project Curve |
Spring 2018 |
The billing forecast curve applied to a project during a billing forecast calculation if the project does not have a curve assigned to it.
Looks up to: Forecast_Curve__c
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Lookup |
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| Is_Active__c |
Active |
Summer 2018 |
Denotes the setup record which will be used for new billing forecast calculations.
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Checkbox |
false |
| Use_Is_Services_Product_On_Opp_Product__c |
Use Is Services Product On Opp Product |
Spring 2018 |
If you select Opportunity Product, only opportunity products that have IsServicesProductLine checked are included. If you select Product, only opportunity products that have IsServicesProduct checked on the product itself are included.
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Picklist:
Opportunity Product
Product |
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| Use_Opportunity_Curve_For_Products__c |
Use Opportunity Curve for Products |
Fall 2019 |
If set to true, the opportunity curve is always applied when running a billing forecast calculation.
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Checkbox |
false |
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