Submit Button Not Enabled For Forecasts, Due Date and Freeze Date alway in Future (Doc ID 1532418.1)

Last updated on DECEMBER 09, 2014

Applies to:

Oracle Fusion Opportunity Management Cloud Service - Version N/A and later
Oracle Fusion Sales Forecasting - Version 11.1.3.0.0 and later
Oracle Fusion Opportunity Management - Version 11.1.2.0.0 and later
Information in this document applies to any platform.

Symptoms


PROBLEM STATEMENT
----------------------
Managers, Sales Reps cannot see the Submit button or the Adjust button options enabled.
Manager sees forecasts. So the Manager should be able to adjust and submit the Forecast once the Sales representative has submitted his
but on the instance currently he is not able to do this.

Sales representative  can see the forecast assigned to him
when he logs in and can adjust but cannot submit to the Manager - Submit button is appearing as disabled








STEPS TO REPRODUCE
--------------------
1. login to applications - SALES2REP2
2. go to Navigator > Sales > Opportunities
3. go to Manage Sales Forecasts
4. From the Current Forecasts table, click on the forecast
" Forecast: 2013 - 2012/12/14 - Territory = Monroe"
5. there is an error message
"Refreshing summary data due to changes in the forecast items. Summary information will remain read only until the refresh is complete. (ZSF-465088)"
6. and see that the SUBMIT button is DISabled
7. in the Details region, go to Forecast Items tab
8. click on the Adjust button
9. the options are Disabled/Read Only
10. found that the
    Status = Submitted
Territory Freeze Date = 12/9/12
Due Date = 12/14/12

11. login as MANAGER_NORTH
12. go to Navigator > Sales > Opportunities
13. go to Manage Sales Forecasts
14. there are several forecasts seen for the user
15. From the Current Forecasts table, click on the View lov and choose All Forecasts
16. click on the " Forecast: 2013 - 2012/12/14 - Territory = Monroe"
17. there is an error message
"Refreshing summary data due to changes in the forecast items. Summary information will remain read only until the refresh is complete. "ZSF-465088)"
18. and see that the SUBMIT button is DISabled
19. in the Details region, go to Forecast Items tab
20. click on the Adjust button
21. the options are Disabled/Read Only
22. found that the
Status = Submitted
End Date = 5/11/13
   Territory Freeze Date = 12/9/12
    Due Date = 12/14/12
Also, could you please let us know how to make current Date as Territory freeze date
so that user can submit forecast from SYSDATE itself.

The Territory Freeze Date and Due Date is coming as future even though we tried various options in "Select Forecast Criteria" task.

 

Cause

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