When working in Accounts you like to be able to work with your WiP Forecast but at the same time be able to see Actual data for past months.
- A new view under View Options, Actual / WiP Forecast
- This View will show, with some exceptions noted below:
- Past months will show Actuals
- Present and future months will show WiP Forecast
- Last month will show:
- WiP Forecast until Actuals received, which today is decided by an Offset date in hierarchy
- Actuals after Offset days