Forecast Territory Details In Indicators Are Auto Populating Incorrectly: How To Change The Setup? (Doc ID 2094118.1)

Last updated on FEBRUARY 07, 2017

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.9.2.0 to 11.1.11.1.0 [Release 1.0]
Information in this document applies to any platform.

Goal

Opportunities are not rolling up to their forecasts. The reason is that the indicators are not set correctly, the forecast territory name and owner name are auto- populated with some other users names.

Admin users have to edit the indicators for each and every opportunity in order to assign those to the correct forecast territories but it is not acceptable.

Is there a way to change the setup so that the forecast details should be populated with the same of opportunity owner's.

For example, Adam is the opportunity owner but the "indicators> Assign Revenue Sales Credit" shows Michelle's name which is auto populated as the forecast territory owner name. This is an issue for Adam as he doesn't see the opportunity in his forecast because it reflects in Michelle's forecast.

 

Solution

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