Download page Updating Forecast Fee Schedules from Actuals.
Updating Forecast Fee Schedules from Actuals
updateForecastFeeScheduleFromActuals API updates the Forecast Amount and units based on the actual amount for a given agreement ID and period. For monthly recurring agreements, the API removes and nullifies the forecast fees for the second and third quarter of the agreement.
result updateForecastFeeScheduleFromActuals(agreementID, periodDate)
This API accepts agreement ID and period date as input parameters. It updates the Forecast Amount and units for a given agreement ID and period.
Request Parameters
Request
Field
Type
Required
Description
agreementID
ID
Yes
ID of the Agreement.
periodDate
Date
Yes
The period date to update the forecast units and amounts.
Response Parameter
Response
Field
Type
Description
result
List <ID>
Returns the list of fee IDs for which forecast units and amounts are updated.
Code Sample
ID agreementId = 'a566A000000PRh5QAG';
Date periodDate = Date.newInstance(2018,01,31);
Apttus_Revenue2.RevRecAction.updateForecastFeeScheduleFromActuals(agreementId, periodDate);