"Select Forecast Series" dropdown is empty in My Indirect Forecast View (Doc ID 1945122.1)

Last updated on MARCH 02, 2017

Applies to:

Siebel CRM - Version 8.1.1.11.10 [IP2013] and later
Information in this document applies to any platform.

Symptoms

On : 8.1.1.11.10 [IP2013] version, Client Functionality

ACTUAL BEHAVIOR
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1) Newly created Indirect Forecast Series is NOT available in "Select Forecast Series" dropdown

Created an Indirect Forecast Series including the Forecast Series Dates and participants. Logged in as the user and navigated to the My Indirect Forecast View.

Cannot select the Forecast series created from the Select Forecast Series dropdown on the right. The Forecast Series is visible only when a Forecast is created using the Forecast Series.


2) If NOT selecting any Forecast Series from "Select Forecast Series" dropdown, then making an Adjustment and "Roll Up", the Record Context is lost and a blank applet is seen.

Navigate back to the My Indirect Forecasts View. Now that a Forecast exists for the newly created Series, the Forecast series in the dropdown is available.

Select the forecast series from the dropdown and then create a forecast and drilldown and click on rollup button the record context is maintained. This happens with the vanilla srf as wel

EXPECTED BEHAVIOR
-----------------------
It is expected that:

1) Forecast Series is available for selection in "Select Forecast Series" dropdown

2) Record is not lost when rolling up.

STEPS
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The issue can be reproduced at will with the following steps:
1. Create a brand new Indirect Forecast Series

2. Cannot select the Forecast series created from the Select Forecast Series dropdown on the right. The Forecast Series is visible only when a Forecast is created using the Forecast Series.

3. After generating the Forecast, navigate back to the My Indirect Forecasts View. Now that a Forecast exists for the newly created Series, the Forecast series in the dropdown is available.

4. Select the forecast series from the dropdown and then create a forecast and drilldown and click on rollup button the record context is maintained. This happens with the vanilla srf as wel

Cause

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