Forecast Owner

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Inventory>Forecast>Setup Forecast Owners
Added with the Forecast Plugin, this screen is used to create forecast owners. Forecast owners are a way of grouping forecast records.

How-To Add a New Forecast Owner

  1. Go to Records>Forecasting>Forecast Owners.
  2. Click the command button New.
  3. Specify record number, either by selecting the provided number or creating your own.
  4. Enter information - name.
  5. When finished making changes, click the command button Post.