...
Criteria for Inclusion
Where the Control Parameter 'Revenue Forecast Mode' is All, Both or Time; Jobs included are those where
the 'Forecast Revenue ' checkbox on the Additional tab of Job Maintenance is ticked AND
(the Job is not Finalised or it has a Finalised Date in the current forecast period or later).
This allows for a job to be included in the forecast where it has been invoiced and Finalised in the current reporting period
Where the Control Parameter 'Revenue Forecast Mode' is Header All, Header Both or Header Time, Jobs included are Level 1 Header Jobs where the 'Forecast Revenue' checkbox on the Additional tab of Job Maintenance is ticked AND
(the Level 1 Header Job is not Finalised or it has a Finalised Date in the current forecast period or later). This allows for a job to be included in the forecast where it has been invoiced and Finalised in the current reporting period. For these 'Header' options, by default all subjobs of the Level 1 Header job will be rolled up into the forecast for the job, regardless of whether the ' Forecast Revenue ' checkbox on the Additional tab of Job Maintenance for the subjobs is ticked or not.