Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Sales Forecasting - missing config?
Attempting to set up Advanced Forecasting in SFA.
No Opportunity or Quote values ever make it to the "Actuals" tab on the Sales Person's "Forecast" View.
I have searched extensively on this and it would appear that under Set Up > Sales Force Automation > Set Up SFA, the "Forecasts" tab there should be a config item called "Actuals Based On" (or possibly "Forecast Consumption") which determines whether the value of an opportunity becomes an "Actual" when the sales order is created or when the sales order is invoiced.
Screenshots below:
"Actuals" tab. There are a number of sales orders and invoices which should appear here.
Tagged:
0